CNY: Strong Chinese visitation bodes well for mass GGR growth LATIN AMERICA STRATEGY: Mexico: The dichotomy between locals and foreigners Spec longs remain intact Asia Credit: Monday Tidbits - Rolling into the iTraxx roll COMMODITY QUANT STRATEGY: ron ore; no elements to call for a drop in price Cost pressures into focus, MTM earnings and valuations China Auto Sector: Marketing feedback and our latest views Weekly Report 4Q strong beat; Cotai ramp is now key Solid Guidance From Home Depot For 2018