Sitemap - 2025 - The Variant Perception Blog
Lessons for today from the 1929, Nifty Fifty and Dotcom bubbles
Macro tailwinds persist + what to use as early warning indicators
What We Got Right and Wrong (2Q25)
US Small Caps: From UW to Neutral on Macro Tailwinds
Supportive Growth and Liquidity - Sep. EM/DM Leading Indicator Watch
Growth steady, inflation risks known, fade policy divergence
Leading indicators point to “risk-on” cyclical outlook
US labor market review: the good, the bad, and the ugly
US sovereign risk distorting the message from credit spreads
Cyclical Factors Align for EM Outperformance
US Inflation; Global Imbalances; 1980s Accords
G3 LEIs; US Labor Market; Burden of Proof
Where are we now? VP's 2025 Top 10 Surprises
Tariffs will continue until morale improves
Updated LEIs still point to upside inflation surprises, mixed growth
Where we are tracking: soft vs hard landing (Jan 2025)