Simon White's Contributions

Starting to See Tremors Across Various Asset Classes, Says VP's Simon White

Aug 21 – Simon White at Variant Perception explains the rise in cross-asset volatility among stocks, bonds, and currencies, the forces that are contributing to this, and how this relates to their broader outlook for when we might see a US and global...

Global Leading Indicators Rolling Over, Expect Further Volatility, Says Simon White

Jan 10 – Simon White at Variant Perception gives an update on their leading indicators for the U.S. and the rest of the globe, discussing why 2019 is going to be a tricky year for investors as well as their outlook on a variety of areas, including...

China Slowdown Set to Accelerate, Says Variant Perception’s Simon White

Jul 19 – FS Insider interviews Simon White at Variant Perception to get an update on their global outlook in the context of an ongoing Chinese slowdown, which they argue is set to accelerate into year end. Topics discussed: Chinese monetary...

Variant Perception on Market Liquidity and 2018 Outlook

Nov 22 – Simon White at Variant Perception discusses their recent report on liquidity and the important message it and other leading indicators are telling investors for 2018 with FS Insider. Topics discussed: liquidity...

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