Monday Watch

Weekend Headlines 
Bloomberg:

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Wall Street Journal:

Marketwatch.com:

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Fox News:

 

 

 

CNBC:

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Zero Hedge:

• Chinese Capital Markets Frozen As Bad Loans Soar To Highest Since Crisis. (graph)
• 5 Things To Ponder.
• Western Banks And China: "Interesting Times" Are Coming.
• Bank Of America Asks "Do Obamacare Costs Exceed The Benefits?".
• The Chart That Really Has The Fed Worried.
• The True State Of The Economy: Record Number Of College Graduates Live In Their Parents' Basement.
• Don’t Be Fooled: North Korea Is Getting Ready To Provoke.
• 20 Signs That The Global Economic Crisis Is Starting To Catch Fire.
• US Organized Labor Humiliated After Volkswagen's Tennessee Workers Vote Against Unionizing.
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ValueWalk:

Business Insider:

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IBD: 

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Wall Street All-Stars:

New York Times:

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LA Times:

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New York Post: 

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Washington Post:

 

 

CNN:

FXStreet:

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Reuters:

 

 

 

USA Today:

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AP:

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Financial Times:

Telegraph:

 

 

 

The Guardian:

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Welt am Sonntag:

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Bild:

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NZZ am Sonntag:

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Der Spiegel: 

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Handelsblatt:

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WirtschaftsWoche:

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FAZ:

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Journal du Dimanche:

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El Pais:

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ABC:

CTV:

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The Economic Times:

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  Slack tax revenues may force government to tighten fist to nail fiscal deficit target
  
  Read more at:
  http://economictimes.indiatimes.com/articleshow/25958467.cms?utm_source=contentofinterest&utm_medium=text&utm_campaign=cppst
   

Yonhap News:

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Jiji:

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Asahi:

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Focus Taiwan:

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Daily Telegraph:

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Sydney Morning Herald:

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CNA:

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AsianInvestor:

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Shanghai Securities News: 

Xinhua:

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21st Century Business Herald:

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China Daily:

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China Securities Journal:

 

 

Shanghai Securities News:

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Hexun:

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Sunday's Zaman:

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Weekend Recommendations

Barron's:

• Bullish commentary on .

• Bearish commentary on .

Citigroup:

• Downgraded . 

Night Trading

• Asian indices are . to +% on average.

• Asia Ex-Japan Investment Grade CDS Index 144.0 .

• Asia Pacific Sovereign CDS Index 111.0  basis point.

• FTSE-100 futures +.%.

• S&P 500 futures -.%.

• NASDAQ 100 futures +.%.

Morning Preview Links

Earnings of Note
Company/Estimate

• (WWW)/.20
• (GPC)/.91
• (CPLA)/.77
• (DUK)/.95
• (MDT)/.91
• (KO)/.46
• (OII)/.84
• (PNRA)/1.94
• (TEX)/.49
• (FLS)/1.05
• (CRMT)/.70
• (FLR)/.98
• (CF)/4.41
• (ADI)/.49

Economic Releases 
8:30 am EST

• Empire Manufacturing for February is estimated to fall to 9.0 versus 12.51 in January.

9:00 am EST

• Net Long-Term TIC Flows for December are estimated at $30.0B versus -$29.3B in November.

10:00 am EST

• The NAHB Housing Market Index for February is estimated at 56 versus 56 in January.
  

Upcoming Splits

• (ANDE) 3-for-2
• (OTEX) 2-for-1

Other Potential Market Movers

• The Reserve Bank of Australia minutes, BoJ decision, German ZEW Index and UK inflation data could also impact trading today.

BOTTOM LINE: Asian indices are mostly higher, boosted by consumer and real estate shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher. The Portfolio is 75% net long heading into the week.