Colombia: New growth drivers a precious commodity DB Fed Watcher: Strong growth, loose financial conditions helping to keep Fed on a tightening path FX Positioning Analysis Brazil's PSA bidding round results Third perp of the year! Our thoughts on new issue Buy: Strong recovery masked by upstream charges Buy: Voice downturn to be offset by iPhone adoption Hold: Core mobile business is the main concern Key takeaway from 3Q17 post results call Conference call takeaways