U.S. stocks rallied Friday, extending a string of sharp moves, amid upbeat economic news from the U.S. and rising hopes for more stimulus from global central banks.

Eduardo Garcia writes that Fibra Uno, the Mexican REIT, is paying $90 mn to buy the Hilton Hotel in Mexico City's Centro Historico, of which $31 mn is the assumption of debt.

Over the weekend we reported that even Goldman has now highlighted what has been clear to most, but certainly not the Fed, for quite some time: stocks are in such an epic bubble, with many of the key valuation metrics notably EV/sales, off the charts and at all time highs, that even Goldman's own clients are asking "When does the party end?"