Archive - The Variant Perception Blog

G3 LEIs; US Labor Market; Burden of Proof

Weekly Wrap, Aug 8 2025

Aug 8

VP Monthly Wrap - July 2025

Variant Perception, Made Repeatable.

Aug 4

May 2025

Where are we now? VP's 2025 Top 10 Surprises

Inspired by Byron Wien, we had listed VP's 10 surprises as part of our 2025 Themes. In this long-form video, we review our surprises and the outlook…

May 29

50:24

February 2025

Tariffs will continue until morale improves

This is a Note originally shared with VP clients on February 3, 2025.

Feb 26

Updated LEIs still point to upside inflation surprises, mixed growth

This is a Note originally shared with VP clients on February 4, 2025.

Feb 11

January 2025

December 2024

Variant Perception is hiring a Client Development Associate!

We are looking for a Client Development Associate to help support our sales process by building and maintaining relationships with clients while working…

Dec 14, 2024

China Leading Indicator Watch

This post is an excerpt from the China section of our November 7, 2024 G3 Leading Indicator Watch report to VP clients.

Dec 1, 2024

November 2024

Making CapEx Great Again

This post is an excerpt from a video originally shared with VP clients on November 7, 2024.

Nov 17, 2024

5:05

US Election Cycles

"Change" elections reverse market leadership

Nov 3, 2024

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