Well, there goes your 10 minutes of fame, Roberts you fucking twat. Seems Koukoulas actually was around in the 1990s, the last time the EMs and commodities crashed and we were about to be annihilated by killer robots.
Speaking of which, here's a chart from JP Morgan for you:
See that little infobox in the middle? Now, why would the S&P crash with a 2.3% yield?