Cross-Asset Macro Research  ·  London

Vikram
Bahure

Consulting economist with a PhD in Economics, an MPhil in Finance, and an independent cross-asset research stack. Focused on macro transmission across rates, FX, commodities, equity indices, and volatility.

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Research

Macro research with a tradeable question

Latest
Research  ·  Macro  ·  May 29, 2026
Who is paying for AI?
The AI build-out has quietly shifted from cash to credit, and the credit is increasingly hard to see through.
Research  ·  May 18, 2026
India Oil-Shock Pass-Through: A Leontief Cascade View for a Hormuz Closure
A cross-asset view of how a Hormuz-driven oil shock transmits into India's current account, INR risk, and crude-sensitive downstream sect...
May 2026
Research  ·  May 18, 2026
BTP-Schatz Convergence: A Johansen-Based Mean-Reversion Trade in Italian and German 2Y Yields
A working paper on a Johansen-based mean-reversion trade in Italian and German 2Y yields, with backtest results, regime checks, and open ...
May 2026
Opinion  ·  March 29, 2026
No Exit: The Game Theory of the Iran War
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 ye...
Mar 2026
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Profile

Economist, strategist toolkit

PhD Economics and MPhil Finance, with client-facing macro scenario work and an independent markets stack spanning rates RV, FX, equity options, and UK macro.

01
Macro Scenario Work
Applied VAR / VECM, scenario analysis, and decision-focused economic modelling for clients facing macro and sector shocks.
02
Cross-Asset Macro
Rates, FX, commodities, equity-index risk, and volatility research linked by macro transmission channels and regime-aware signals.
03
Cross-Asset Execution
Independent research stack covering FX, equity-index options, volatility regimes, and broker-connected live signal workflows.
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Contact

Get in touch

For macro research roles, buy-side recruiter conversations, or research collaboration.

Email economics.vikram@gmail.com Writing Rates, macro & cross-asset research Code Public Python samples CV Download PDF LinkedIn Profile
Currently
Consulting economist at Public First
Building cross-asset macro research for buy-side and strategist roles
Based in London