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Ciao, Contagion!
You’ve got to think it’s just a matter of time before you start seeing contagion showing up in earnest (especially given recent news out of Spain).
... is something I wrote on Monday.
That was hardly some kind of epiphany and I'm not in the habit (like some folks) of trying to pretend like every obvious observation made in previous posts was somehow evidence of my being a descendant of Nostradamus, but what I guess I would say is that the whole "contagion" story didn't get enough attent
How long until the ECB comes out with more QE?
That and the hint from Powell that they might consider a 1 and done (June) for the year regarding hikes for the remainder of 2018