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.
Rates | Trade Idea
Viresh Kanabar
Summary We think the BoC will remain on hold tomorrow. Since the last meeting, reciprocal tariffs have impacted Canada less, while core inflation has crept above 3% YoY. Given recent CAD appreciation, further labour market weakness and the potentially smaller hit to inflation, there may be more focus on Canada’s growth outlook in the months […]
Viresh Kanabar
Summary Inference-time scaling is the New Frontier: AI progress is shifting to focus more on inference-time scaling techniques that refine responses after initial training. Deeper Reasoning, Longer Waits: Enabling models to break complex tasks into smaller steps during inference results in longer waiting times but better responses. Better Cost-Outcome Alignment: This approach better aligns cost […]
Viresh Kanabar
Summary Governor Ueda struck a balanced tone at the BoJ press conference, highlighting both growth risks from tariffs and inflation risks from food prices and wages. The BoJ sees a low risk of falling behind the curve on inflation, with the next rate hike likely in June/July, while emphasising short/medium-term rates remain ‘deeply negative’. Wage […]
Viresh Kanabar
Summary Recent data has been mixed, preventing the BoJ taking a more hawkish tone than January. Food prices and wage growth have been higher than expected but may be negated by rising tariff tensions and weak consumption. We expect Ueda to strike a cautious tone as he waits for more clarity on trade tensions and […]
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