Variant Perception
@VrntPerception
Use a radar. Not a crystal ball. $VPX
Combining fundamental macro analysis with advanced quantitative modelling.
764 Following 27.4K Followers
Our leading indicators show that both global growth and inflation impulses are now firmly negative.
The chop we have seen in our global growth diffusion has ended with a clear negative impulse. This suggests both growth and inflation surprises are biased negative over the next 6 months.
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