I think Morgan Stanley jinglemail is a significant bellwether:
The Pale Rider is coming, and he’s bringing hell with him.
I’ve been reading this series called the day the dollar died it is eerie it is of course fictional lol for now you might find it interesting if you check it out scroll down to the bottom and read the first one so it is in order since it comes up last first kind of a Pale Rider theme
http://johngaltfla.com/blog3/category/the-day-the-dollar-died-series/