Gimme Shelter

Oh, a storm is threatening
My very life today
If I don't get some shelter
Lord, I'm gonna fade away
--Rolling Stones

Standout action this am in Treasuries. EU flames have both Treasuries and Bunds catching big bids.

10 yr yields have broken below 1.7%. Record low.

In retrospect, seemingly ugly headfake on bond bears two months back...

position in BOND, SPX