Monday Watch

Night Trading

• Asian indices are +.5% to +1.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 144.25 -3.25 basis points.
• Asia Pacific Sovereign CDS Index 53.75 -.75 basis point.
• Bloomberg Emerging Markets Currency Index 71.92 +.20%.
• S&P 500 futures +1.03%.
• NASDAQ 100 futures +1.03%.

Morning Preview Links

Earnings of Note

Company/Estimate

• None of note

Economic Releases

• None of note

Upcoming Splits

• (SSNC) 2-for-1
• (CORE) 2-for-1

Other Potential Market Movers

• The Fed's Kashkari speaking, German PPI report and the Australia Home Price Index  could also impact trading today.

BOTTOM LINE: Asian indices are higher, boosted by industrial and technology shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 50% net long heading into the week.