D. Rajeev Sibal

D. Rajeev SibalD. Rajeev SibalD. Rajeev SibalD. Rajeev Sibal

Macro Strategy & Economics

Bio

An experienced macro strategist, economist, and investor with nearly 20 years working in financial services and advisory.  After studying engineering, economics, and politics at Georgia Tech, I began my career as an investment banker in the US. A PhD at the London School of Economics then took me to London.  During this time, I also spent a year as a visiting scholar at Delhi University and FGV in Sao Paulo. To pay the bills, I worked in strategy consulting, advising mid-cap companies on growth and go-to-market strategy.  


Nearing 15 years working in financial markets after my PhD, I am currently a Managing Director and the Senior Global Economist at Morgan Stanley, where I work with the firm's Chief Economist and Head of Macro, Seth Carpenter.  Our team regularly publishes views on global market trends, and I interact with clients around the world. Prior to MS, I spent about a decade on the buy side. First as a macro strategist and economist for the US-based fund Sculptor Capital, albeit in their London office. I then moved to be a risk taker at Millennium, returning to my investment banking roots through fundamental, bottom-up analysis of investment opportunities. I worked in both Millennium's London and Dubai offices.  

Experience

  • Morgan Stanley, Managing Director & Senior Global Economist 
  • Millennium, Portfolio Management 
  • Sculptor Capital (Och Ziff), Macro Strategist and Economist
  • Fenrix Management Consulting, Principal
  • Citi Corporate & Investment Bank, Analyst
  • London School of Economics, Instructor
  • Euquant, Economist

Education

  • PhD Thesis on Market Structuring and Microeconomic Incentives in Emerging Markets  from the London School of Economics
  • Visiting Scholar, Institute of Economic Growth at Delhi University
  • Visiting Scholar, EAESP at FGV in Sao Paulo
  • BS Economics & International Affairs from Georgia Tech
  • BS Industrial & Systems Engineering from Georgia Tech

Media Sample

  • Bloomberg Pulse, 11-Nov 2025
  • DIFC Podcast, 11-Jan 2026
  • Bloomberg Horizons, 19-Mar 2026
  • Bloomberg Horizons, 03-Jul 2026


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