Mar 30, 2021 | Featured, Framework, Uncategorized, US Economy
In the depths of the pandemic and market volatility in April 2020, we released a report for clients recommending screens of stocks that we thought would outperform even if the market had not continued rallying off the March lows. One year on, we review our...
Oct 22, 2020 | China, US Economy
The last few weeks have seen US yields breakout to the topside of the tight range they have been trading in. The market narrative is that yields have been boosted by more clarity on the US election – a Democrat win with a mooted $3.5 trillion stimulus package in...
Nov 11, 2013 | European Economy, Featured
There are some notable reasons for near-term reasons for optimism in the UK. The housing market seems to be picking up, industrial production growth is looking up together with PMI data and the equity market has done well. All these are real and significant signs of...
Aug 13, 2013 | European Economy, Leading Indicators
Variant Perception has been writing about positive leading indicators in Europe for the past 6 months and, in this light, the recent improvement in the data is coming in as expected. The cyclical recovery in Europe is real and will likely have further to go in the...
Sep 7, 2012 | Featured, US Economy
The US economy is currently marked by weak manufacturing, but with a housing market showing signs of a sustainable recovery. However, the Fed is focused on the job market, leaving the option open for more quantitative easing if it doesn’t begin to materially improve...
