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bullish
The Macro Vigilantes Are Waking Up
SUMMARY
- In the ‘80s, independent economist Yardeni coined the term ‘‘bond vigilantes’’ to refer to fixed income investors disciplining authorities for running inflationary fiscal and monetary policies and ultimately restoring order through the bond market.
- In 2022, we are witnessing the first preliminary signs of the return of the global macro vigilantes
- Amongst others, George Soros is an eminent member of this selected group of macro investors who challenge policymakers across countries and relentlessly chase regime-change narratives once they see a good opportunity
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