The drug issue will trigger a more severe downturn

This is the watched pot recession, all the horrid paths are hedged, they be keeping the kick on target.

All the procrastination tools done for, so a moderate shock disequilibriates.  This cartel issue can do that, it can constrain and remove small governments, cause military crackdowns, especially on ports. Southeast Asia, now, to many important small countries down there, with a history of military takeovers. It is a moderate burden on trade, and enough to trigger a true blue bar. I could add to the list.