TAKING A SHORT BREAK ... BACK ON MONDAY ... MOST IMPORTANT PIECE OF NEWS: THE COLLAPSE IN INFLATION EXPECTATIONS, COURTESY OF THE INVERTED YIELD CURVE ... "COMBO MODEL" (FUNDING + MARKET LIQUIDITY) STILL BULLISH, BUT GETTING CLOSER TO LONG-TERM NEUTRAL SIGNAL (WATCH MOODY´S BAA SPREADS)... STILL A WATCHFUL OPTIMIST HERE ... CHEERS.