Macro Prophet — The sleeping dragon rumbles


Market Wrap

Macro Prophet — The sleeping dragon rumbles

  1. Dan Alderson
10 min read

Nian was a fierce dragon that used to rule the land until a magical warrior put a spell on him. Because of this spell, Nian was forced to hide in a mountain under the sea. But in spring Nian came out to fill his empty stomach…

Financial markets are at a pinch point, to use the parlance of novel writing, in which the actions and agenda of the main antagonist are liable to appear. In this edition of the column I thought I’d consider two antagonists lining up to thwart the hero’s journey to glorious credit returns.

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