Thursday, March 19, 2020

Friday Watch

Night Trading 
  • Asian equity indices are +1.0% to +2.0% on average.
  • Asia Ex-Japan Investment Grade CDS Index 194.5 +40.0 basis points.
  • China Sovereign CDS 69.5 +.25 basis point.
  • Bloomberg Emerging Markets Currency Index  58.41 -.05%.
  • Euro Stoxx 50 futures -.6%.
  • S&P 500 futures -1.5%.
  • NASDAQ 100 futures -.7%.

Earnings of Note 
Company/Estimate
Before the Open:
  • (HIBB)/.61
  • (TIF)/1.75
After the Close:
  • None of note
Economic Releases 
10:00 am EST
  • Existing Home Sales for Feb. is estimated to rise to 5.51M versus 5.46M.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The German Producer Price Index could also impact trading today.
Market Hours
Normal:
  • 9:30 am - 4:00 pm EST
BOTTOM LINE: Asian indices are higher, boosted by commodity and financial shares in the region. I expect US stocks to open lower and to rally into the afternoon, finishing mixed. The Portfolio is 25% net long heading into the day.

1 comment:

JC said...

Hi Gary,
Any thoughts on where the markets get close to a bottom?
Not trying to exactly time the bottom, but I don't think this drop is over.