The Variant Perception Blog

Staying the course - Nov. Macro Snapshot

Weekly Wrap, Nov 7, 2025

15 hrs ago

1

October 2025

What We Got Right and Wrong (3Q25)

Weekly Wrap, Oct 31, 2025

Oct 31

7

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