I am Vikram Bahure, currently an Economist at Public First in London, working on quantitative economic analysis and scenario modelling for global technology and policy clients.
This site is a public research portfolio on cross-asset macro: rates, FX, commodities, equity-index volatility, and how macro shocks transmit into asset prices. The work starts with an economic mechanism and ends in a testable, tradeable hypothesis.
Full profile →The AI build-out has quietly shifted from cash to credit, and the credit is increasingly hard to see through.
Read the full piece →A cross-asset view of how a Hormuz-driven oil shock transmits into India's current account, INR risk, and crude-sensitive downstream sectors.
A working paper on a Johansen-based mean-reversion trade in Italian and German 2Y yields, with backtest results, regime checks, and open research gaps.
A month after the US-Israel strike on Iran, the Strait of Hormuz is closed, both sides are still firing, and current incentives do not yet point toward a durable ceasefire. Game...