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We find VP’s highly creative forward-looking crunching of macro-economic data for the purpose of forecasting future turning points and trends in financial markets highly useful. VP provides research that has a genuine claim on both originality and practical value – in other words, the rare kind of research that is almost certain to pay for itself, because it will really help your investment process. Readers should definitely check it out.

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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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