The Variant Perception Blog

January 2026

What We Got Right and Wrong (4Q25) - Weekly Wrap

Our Blog Is Moving!

Jan 31

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Where “push” and “pull” align - Jan. EM/DM Leading Indicator Watch

Our Blog Is Moving!

Jan 23

6

Optimism is consensus, but that’s ok for now

Weekly Wrap - Jan 16, 2026

Jan 17

9

Echoes of 2016, 2003 and 1999: Signposts to watch

Weekly Wrap - Jan 9, 2026

Jan 9

8

December 2025

In Case You Missed It

We're Back Jan 5, 2026

Dec 19, 2025

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2026 Outlook

Weekly Wrap, Dec 12, 2025

Dec 12, 2025

10

[Thematic] - The Primacy of Sovereignty

Weekly Wrap, Dec 5, 2025

Dec 6, 2025

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November 2025

More vol = more opportunities

Weekly Wrap, Nov 21, 2025

Nov 21, 2025

4

US resilient, China stalling, Eurozone edging higher - Nov. G3 Leading Indicator Watch

Weekly Wrap, Nov 14, 2025

Nov 14, 2025

4

Staying the course - Nov. Macro Snapshot

Weekly Wrap, Nov 7, 2025

Nov 7, 2025

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October 2025

What We Got Right and Wrong (3Q25)

Weekly Wrap, Oct 31, 2025

Oct 31, 2025

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