As pressures on Brazil appear to increase, the market is starting to adopt a view that we're going to see more investor risk aversion and kind of a prolonged period of muted global capital flows. There are so many risks out there that people are thinking about all the damage to their profit lines.

It is going to put a lot of pressure on the US to get China to move further on yuan flexibility and to the extent that they don't, that's going to raise protectionist rhetoric in Congress.

If he says anything surprising, that will move markets on Monday. But assuming he sticks to the same tone as (in) recent comments, next week we go back to a euro focus.

I actually had a hard time finding an actor who wanted to play her.

It's difficult for a lot of women to get into it.

Fifty percent of Actors' Equity is female, but opportunities for classically trained female actors are minute.

But what's more interesting is the U.S.-China deficit, especially with what's going on in Beijing just now. It's going to put a lot of pressure on the U.S. to get China to move (further on yuan flexibility), and to the extent that they don't, that's going to raise protectionist rhetoric in Congress, which I think is ultimately dollar-negative.

I think the European finance ministers had an opportunity on Monday to scare off bullish euro investors by threatening intervention or rate cuts to undo euro strength. They missed that opportunity.