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The European Central Bank's role in the rally over the last 18 months is significant, but its inaction and cautious tone at its December meeting helped trigger a minor bout of risk aversion.
Unsurprisingly, the central bank kept rates on hold and refrained from announcing new policy measures. But ECB President Mario Draghi was less dovish than expected in his monthly press conference, and the overall message was that there was no imminent need for further...
