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The Macro Moment: Evergrande and the Macro Viewpoint

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We are seeing a situation in China that is catching many off-guard, at least in the US. The tendency of many Americans is to only look at what is taking place and home and ignore the rest of the planet. This often causes a blindspot to what is taking place.

In this video I discuss how the situation in China was expected to anyone who looked closely at the situation. While the exact instigator is always questionable, the fact there were headwinds was no surprise. And now we are seeing the potential for markets and the global economy to have tidal waves sent through it.


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