The Variant Perception Blog
Subscribe
Sign in
Home
Podcast
Notes
Archive
About
Latest
Top
Discussions
Lessons for today from the 1929, Nifty Fifty and Dotcom bubbles
Weekly Wrap, Oct 17, 2025
Oct 17
1
A Whiff of Reflation
Weekly Wrap, Oct 10, 2025
Oct 10
4
Macro tailwinds persist + what to use as early warning indicators
Weekly Wrap, Oct 3, 2025
Oct 3
9
What We Got Right and Wrong (2Q25)
Monthly Wrap, October 2025
Oct 1
12
September 2025
US Small Caps: From UW to Neutral on Macro Tailwinds
Weekly Wrap, Sep 26, 2025
Sep 26
2
Supportive Growth and Liquidity - Sep. EM/DM Leading Indicator Watch
Weekly Wrap, Sep 19, 2025
Sep 19
6
Growth steady, inflation risks known, fade policy divergence
Weekly Wrap, Sep 12 2025
Sep 12
9
Leading indicators point to “risk-on” cyclical outlook
Weekly Wrap, Sep 5, 2025
Sep 5
11
US labor market review: the good, the bad, and the ugly
Monthly Wrap, August 2025
Sep 2
8
August 2025
US sovereign risk distorting the message from credit spreads
Weekly Wrap, Aug 29
Aug 29
6
Cyclical Factors Align for EM Outperformance
Weekly Wrap, Aug 22 2025
Aug 22
13
US Inflation; Global Imbalances; 1980s Accords
Weekly Wrap, Aug 15 2025
Aug 15
10
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
