Tuesday Watch

Night Trading 

• Asian equity indices are unch. to +.5% on average.

• Asia Ex-Japan Investment Grade CDS Index 78.75 +1.0 basis point. 

• Asia Pacific Sovereign CDS Index 16.50 unch.

• Bloomberg Emerging Markets Currency Index 73.23 +.14%.

• S&P 500 futures +.07%.

• NASDAQ 100 futures +.09%.

Morning Preview Links

Earnings of Note
Company/Estimate

• (CUDA)/.17
• (HCSG)/.31
• (VOXX)/-.01

Economic Releases 

6:00 am EST:

• The NFIB Small Business Optimism Index for September is estimated to fall to 105.0 versus 105.3 in August.

Upcoming Splits

• None of note

Other Potential Market Movers

• The Fed's Kashkari speaking, Fed's Kaplan speaking, German Export Data report, China Money Supply report, UK Manufacturing PMI report, weekly retail sales report and the (WDAY) analyst day could also impact trading today.

BOTTOM LINE:  Asian indices are mostly higher, boosted by industrial and technology shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 100% net long heading into the day.