Emerging Markets Monthly Acyclical inflation: What is down must come up? Valentine's Day sale MarFATM ENERGY: Take profits on tactical long WTI CNY: Strong Chinese visitation bodes well for mass GGR growth 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 Mixed results, Carry the carry Cost pressures into focus, MTM earnings and valuations