Monday Watch

Night Trading

• Asian indices are -.25% to +1.5% on average.
• Asia Ex-Japan Investment Grade CDS Index 88.25 unch.
• Asia Pacific Sovereign CDS Index 9.75 unch.
• Bloomberg Emerging Markets Currency Index 67.05 +.04%.
• FTSE 100 futures unch.
• S&P 500 futures +.04%.
• NASDAQ 100 futures +.25%.

Morning Preview Links

Earnings of Note

Company/Estimate
Before the Open:

• (HAL)/.49
• (HAS)/2.23
• (KMB)/1.63
• (PETS)/.50
• (PII)/1.56

After the Close:

• (BRO)/.34
• (LOGI)/.34
• (AMTD)/.88
• (ZION)/.96

Economic Releases
8:30 am EST

• The Chicago Fed National Activity Index for September is estimated to rise to .25 versus .18 in August.
  

Upcoming Splits

• None of note
  

Other Potential Market Movers

• The RBA's Debelle speaking in Sydney 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 50% net long heading into the week.