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Big Government, Big Business, Big Labor
This post is an excerpt from a video originally shared with VP clients on October 11, 2024.
5 hrs ago
1
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Big Government, Big Business, Big Labor
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5:06
Opening the Box on Schrodinger's Recession
What is still recessionary and what’s been different this time?
Oct 13
7
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Opening the Box on Schrodinger's Recession
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The How, What, and Why of VP's Asset Allocation Engine
Asset allocation using leading indicators, capital cycle & crowding
Oct 6
4
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The How, What, and Why of VP's Asset Allocation Engine
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17:26
Eurozone Leading Indicator Watch
This post is an excerpt from the Eurozone section of our September 6, 2024 G3 Leading Indicator Watch report to VP clients.
Oct 1
8
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Eurozone Leading Indicator Watch
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September 2024
China - Tradeable bazooka, not yet a real bazooka
This post was originally shared this past Tuesday morning, September 24 with VP clients.
Sep 28
15
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China - Tradeable bazooka, not yet a real bazooka
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US Leading Indicator Watch
Leading indicators for US growth, consumer, labor, manufacturing, housing, and inflation.
Sep 22
14
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US Leading Indicator Watch
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2
China LEI making new lows, US and EZ LEIs still holding up
This post is an excerpt from our September 6, 2024 G3 Leading Indicator Watch report to VP clients.
Sep 8
8
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China LEI making new lows, US and EZ LEIs still holding up
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3 Key Frameworks - VP August 2024 Asset Allocation Call
Asset allocation using leading indicators, capital cycle & crowding
Sep 1
7
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3 Key Frameworks - VP August 2024 Asset Allocation Call
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5:05
August 2024
Understanding VP Central Bank Regime Models
Our central bank policy regime models use a combination of economic and market inputs to classify if a particular central bank is in an “easing” or…
Aug 18
10
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Understanding VP Central Bank Regime Models
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Stylized Post-Crash Patterns After Initial Low
This post was originally shared with VP clients on August 6, 2024.
Aug 11
13
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Stylized Post-Crash Patterns After Initial Low
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1
Occam’s Razor to FX: The Cyclical / Structural Framework
Beyond Carry and REER
Aug 4
10
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Occam’s Razor to FX: The Cyclical / Structural Framework
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July 2024
G3 divergence: EZ best, China worst, US outlook suits steepeners - VP July G3 Leading Indicator Watch
This post is an excerpt from the Global & China sections in our July 9, 2024 G3 Leading Indicator Watch report to VP clients.
Jul 21
12
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G3 divergence: EZ best, China worst, US outlook suits steepeners - VP July G3 Leading Indicator Watch
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