Olivier Desbarres

Olivier Desbarres
Olivier Desbarres is a London-based forex and macro strategiest.

Background

Olivier Desbarres is a Director and the Founder of 4X Global Research.

He worked for 15 years as a senior Economist, Rates and FX strategist for Credit Suisse and Barclays in Moscow, London and Singapore.

Olivier was Head of Asia-Pacific FX Strategy at Barclays in Singapore and the focal point for G10 research during Asian trading hours, conducting his own macro analysis of G10 economies, currencies and interest rate markets. His team was highly ranked by a number of institutions and polls and frequently quoted in the written press.

Prior to that, Olivier was for 10 years the Economist, Rates and FX strategist for Emerging Europe, Middle East and Africa (EMEA) at Credit Suisse in London where he built a strong track record with the world’s largest fund managers. He was also the UK Rates Strategist for two years and wrote extensively on EU and eurozone membership.

PBoC likely to keep Renminbi on tight leash

( 10 mins read ) Only four currencies have appreciated by more than 4% versus US Dollar since end-July: the high-yielding South African Rand (4.6%) and Mexican Peso (5.8%), the Chinese Renminbi (4.4%) and Korean Won (5.2%). The Renminbi’s steady

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Event risk and market volatility: Partners in crime

( 12 mins read ) Market volatility has been reasonably subdued in recent weeks, despite acute event (and macro data) risk in the next four weeks, including of course US presidential elections on 3rd November, and a number of significant

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UK & Sterling facing potential quadruple whammy

( 12 mins read ) Sterling has enjoyed a strong, if bumpy ride, since late-June. It has been the second strongest major currency against the US Dollar and appreciated 3.7% in NEER term, thanks in part to a build-up of

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Warnings about US economy and USD overblown

( 12 mins read ) The United States’ post-war record GDP contraction in Q2 of 9.5% qoq and the Dollar’s recent depreciation have been making headline news but some perspective is required. The US GDP contracted about 10.6% in H1

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China’s V-shaped recovery under the microscope

( 10 mins read ) Chinese GDP growth (seasonally-adjusted) was 11.5% qoq in Q2. This was stronger than consensus forecast (+9.6% qoq) and more than reversed Q1 contraction of 9.8% qoq. This record-high growth reflects both a post-lockdown bounce in

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United Kingdom: Back to 1999… and to the future

( 14 mins read ) Part Two of this Five-part series of Insights into the UK economy and financial markets examines the critical role played by the British government, which continues to pump tens of billions into the economy via

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4X Global Research's flagship Fixed Income Research & Macro Strategy (FIRMS) report is now available on RSRCXHchange, the research aggregator and marketplace platform, at http://www.rsrchx.com.

Check out my latest article: The curious case of Sterling’s outperformance https://www.linkedin.com/pulse/curious-case-sterlings-outperformance-olivier-desbarres via @LinkedIn

Check out my latest article: UK - Are markets ready for GDP bombshell and renewed tightening of local lockdowns and self-isolation rules? https://www.linkedin.com/pulse/uk-markets-ready-gdp-bombshell-renewed-tightening-local-desbarres via @LinkedIn

China’s V-Shaped Recovery Under the Microscope

My latest Insight on Smartkarma

https://www.smartkarma.com/insights/china-s-v-shaped-recovery-under-the-microscope

Major Economies & Currencies – What to Look Out for and Why It Matters

My latest Insight on Smartkarma

https://www.smartkarma.com/insights/major-economies-currencies-what-to-look-out-for-and-why-it-matters

United Kingdom: Back to 1999…and to the Future

https://www.smartkarma.com/insights/united-kingdom-back-to-1999-and-to-the-future

"Purchasing power is king and consumer confidence its queen…but opportunity to spend is knight in shining armour" [United Kingdom: Anatomy of Economy on Lockdown Life-Support, 18 June 2020]

UK retail sales May data out 07.00. Analysts expect rebond after ugly April numbers

United Kingdom: Anatomy of economy on lockdown life-support @ODesbarres75
https://speevr.com/2020/06/18/united-kingdom-anatomy-of-economy-on-lockdown-life-support/

#uk #economy #lockdown

Shape of Recovery: Square Root & Hockey Stick

My latest Insight on Smartkarma looks at the likely path for global GDP in Q2 and beyond.

https://www.smartkarma.com/start/workspace?type=published

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