The Variant Perception Blog

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

G3 LEIs; US Labor Market; Burden of Proof

Weekly Wrap, Aug 8 2025

Aug 8

9

VP Monthly Wrap - July 2025

Variant Perception, Made Repeatable.

Aug 4

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

10

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

18

3

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

13

1

January 2025

Where we are tracking: soft vs hard landing (Jan 2025)

This is a Note originally shared with VP clients on January 13, 2025.

Jan 26

6