male silhouette.Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • Variant Perception data driven approach
  • Something's got to give
  • Where leading indicators are pressuring USD
  • Outlook on US equities and bonds
  • Perspective on the Fed's cut to its IOER
  • Collateral, lending conditions and tighter bank-credits
  • China, liquidity and growth
  • External headwinds remain growth impediment




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Simon White is Co-Founder and Managing Editor at Variant Perception. Simon is a Cambridge mathematics graduate with a background in interest rate trading and risk management. Prior to Variant Perception, Simon worked for JP Morgan on the US Rates desk, followed by a position at Bank of America as a proprietary trader.