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We incorporate outsider and insider views, giving you an objective and comprehensive overview of leading indicators and emerging trends. We focus on looking forward so that you can make the best decisions for the future, whether you’re an individual or an institution.

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This is me pounding the table that you should subscribe to this. VP was recommended to me a year ago by someone whose recommendation carries a lot of weight with me and I’ve been super impressed with the quality of the work and, more importantly, the accuracy of their calls. No brainer.

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As someone who is constantly monitoring the macro landscape, I find Variant Perception to be a great resource in getting a quick high-level view of global markets. In addition to this big picture view, they are also very good at drilling down into more detail on specific themes and market drivers they find compelling. US Dollar strength and Turkish Lira weakness are just two examples of specific themes where they were amongst the earliest to call in 2018.

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In this report, we show graphically the dampening impact of central banks and short volatility strategies on financial markets. While the effects of volatility compression have been clear, we believe the underlying mechanisms by which volatility is generated have not been changed.

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