As international government borrowing costs surged to multi-decade highs and Iran's currency cratered to historic lows under punishing new U.S. sanctions, absolute panic gripped global financial capitals. In stark contrast, an expat named Gary at the Todos Santos palapa bar successfully bartered two old surfboards for a month of rent and declared the macroeconomy officially solved. If the global monetary system is collapsing, nobody told the dolphins putting on a show right past the lineup.