Archive - The Variant Perception Blog

US sovereign risk distorting the message from credit spreads

Weekly Wrap, Aug 29

Aug 29

Cyclical Factors Align for EM Outperformance

Weekly Wrap, Aug 22 2025

Aug 22

US Inflation; Global Imbalances; 1980s Accords

Weekly Wrap, Aug 15 2025

Aug 15

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

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