CNBC Interview

Variant Perception had one guest host appearance on the CNBC today. Head of Research Claus Vistesen talked about the ECB’s rate decision and what it is likely to do in the face of a weakening global economy. We should of course point out that although the...

Twin Deficits Suggest Turkey and New Zealand at Risk

One of the simplest ways to measure macroeconomic risk is to look at the twin deficit, defined as the sum of current account and budget deficit as a percentage of GDP.  Recent blow-ups like Iceland and Greece both scored highest on these fronts.  Looking at twin...