Sitemap - 2024 - The Variant Perception Blog
Variant Perception is hiring a Client Development Associate!
Big Government, Big Business, Big Labor
Opening the Box on Schrodinger's Recession
The How, What, and Why of VP's Asset Allocation Engine
Eurozone Leading Indicator Watch
China - Tradeable bazooka, not yet a real bazooka
China LEI making new lows, US and EZ LEIs still holding up
3 Key Frameworks - VP August 2024 Asset Allocation Call
Understanding VP Central Bank Regime Models
Stylized Post-Crash Patterns After Initial Low
Occam’s Razor to FX: The Cyclical / Structural Framework
Which Rate Cuts Will Stick? - VP June EM/DM Leading Indicator Watch
Understanding The Kalecki-Levy Corporate Profit Decomposition
US labor market: what's different this time?
Fixed Income Outlook - VP June 2024 Big Picture Discussion
Outliers - VP May EM/DM Leading Indicator Watch
Stocks vs Bonds: Revisited - VP May Macro Snapshot
US Fiscal: Acute or Chronic - VP May 2024 Big Picture Discussion
The Structural Limits of Fiscal Policy
What We Got Right and What We Got Wrong (1Q24)
More leading indicators are rebounding - Excerpt from VP April G3 Leading Indicator Watch
Fiscal outlook - VP April 2024 Big Picture Discussion
What's worked, what hasn't, and where to double down - VP March 2024 Global Macro Trading Discussion
Fiscal: Sisyphus or Hercules - Excerpt from VP February Macro Snapshot
What We Got Right and What We Got Wrong (4Q 2023)
VP March 2024 Big Picture Discussion
VP February 2024 Asset Allocation Discussion
VP February 2024 Big Picture Discussion
Betting on a De-sync - Excerpt from VP December G3 Leading Indicator Watch