Viresh has worked in the UK financial services industry for over 8 years including in Consulting and Investment Risk. Most recently he launched The Macro Journal Substack where he puts out regular in-depth reports covering all areas of global macro.
Meet Viresh Kanabar
Recent Articles
Equities | Europe | Monetary Policy & Inflation | UK | US
Markets to Watch This Week: Is the ECB Done? Don’t Be So Sure
Bilal Hafeez, Viresh Kanabar
Dominique nailed it – the Fed finally acknowledged the US economy’s strength. The Fed stayed on hold, kept an extra 2023 hike, reduced the number of 2024 cuts from four to two, and kept the inflation trajectory unchanged but upgraded the growth trajectory.
Markets to Watch This Week – Get Ready for the BoE’s Final Hike
Bilal Hafeez, Viresh Kanabar
ECB pulled off a dovish hike, but we see more to come. The ECB hiked by 25bps as Henry had expected for some time. They also increased their interest rate forecasts for this year and next, driven by higher energy prices.
Markets to Watch This Week: A Cautious Hike for the ECB?
Bilal Hafeez, Viresh Kanabar
The quarterly Beige Book was released last week, continuing to point to strong growth, falling inflation and a loosening labour market. Here are our highlights on each point:
Markets to Watch This Week: Euro Area GDP Growth Risks Skewed Lower
Bilal Hafeez, Viresh Kanabar
US jobs data took centre stage. Last week, US jobs data dominated the market narrative, with JOLTS (Tuesday) and NFP (Friday) data pointing towards a slower labour market.