Pick Your Poison: These 4 Things Could ‘Pop The Central Bank Bubble’

Here we sit, barely two weeks into the new year, and guess what? Risk assets have already blown through some analysts' full-year projections, with both equities and HY (for instance) rallying further than some of the less sanguine (yet still optimistic) year-end 2018 targets. What's the catalyst? Well for one thing, the narrative is holding. "Goldilocks" is alive and well. The synchronous global growth story gets a new piece of supporting evidence seemingly every day and Friday's hotter-than-ex