Viresh Kanabar, an investment strategist with 8+ years of experience, notably contributed to portfolio construction and risk management at CCLA Investment Management, a £12 billion fund. Viresh was also a voting member of the Investment Committee and ran the private asset valuation process. Before his role at CCLA, Viresh made significant contributions during his three-year tenure as a Consultant at Deloitte, where he was a part of the largest P&C merger in 2016.
Commodities | US
Viresh Kanabar, Dominique Dwor-Frecaut
Summary The cost of owning and operating a car has increased sharply since the pandemic thanks to higher costs for insurance, licencing, taxes, and finance. Remote work and a greater desire for Americans to travel abroad have also driven a shift toward air travel versus via a car. Meanwhile, more fuel-efficient vehicles and EVs have […]
Viresh Kanabar
Summary The BoJ is hoping that loose financial conditions will promote the virtuous cycle where stronger wage growth leads to sustainably higher inflation. While progress has been made on the wage front, there is limited evidence that consumption is rising, or that underlying inflation will hold around 2%. Looking ahead, the impact of the income […]
Viresh Kanabar
Key Events G10 In the US, our focus will be on the consumer confidence survey: Mich. Consumer confidence (Friday): Consensus expects no change. We agree based on inflation stickiness (the survey tends to reflect HH inflation perceptions). We expect little change in short- and long-term inflation expectations, with the latter stable but higher than pre-pandemic. […]
Bilal Hafeez, Viresh Kanabar
Summary The Fed is likely to maintain interest rates this week, emphasizing caution on inflation targets and readiness to hike if necessary. We get April’s preliminary inflation in the Eurozone. Our model predicts downside in headline and core vs market expectations. The rest of G10 sees ANZ Business Survey and labour market data, Canada GDP […]
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