Wednesday, September 29, 2021

Thursday Watch

Evening Headlines

Bloomberg:              
Wall Street Journal:     
Fox News:  
CNBC.com:  
MarketWatch.com:             
Zero Hedge:
NBC News: 
New York Times: 
ContagionLive:
  • Immunity, Spike Immunoglobin G Antibodies, and Healthcare Workers. Fortunately, this study sheds some positive light on how durable spike antibodies are following a natural infection with SARS-CoV-2. Ten months as a time for protection against reinfection is a helpful data point to work with regarding public health guidance and recommendations. The authors noted that we should consider prioritizing vaccines for those without measurable antibodies...
TheGatewayPundit.com:
Night Trading 
  • Asian equity indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 86.5 -.75 basis point.
  • China Sovereign CDS 46.5 -.75 basis point.
  • Bloomberg Emerging Markets Currency Index 58.63 +.01% 
  • Bloomberg Global Risk-On/Risk Off Index 2,830.0 -67.0 points.
  • Volatility Index(VIX) futures 22.5 -2.4%.
  • FTSE 100 futures +.06%.
  • S&P 500 futures +.38%
  • NASDAQ 100 futures +.49%. 
Morning Preview Links

Earnings of Note 
Company/Estimate 
 
Before the Open: 
  • (ANGO)/-.05
  • (BBBY)/.52
  • (KMX)/1.87
  • (MKC)/.72
  • (PAYX)/.80
After the Close:
  • (JEF)/.99
Economic Releases
8:30 am EST
  • Initial Jobless Claims for last week are estimated to fall to 330K versus 351K the prior week.
  • Continuing Claims are estimated to fall to 2800K versus 2845K prior.
9:45 am EST
  • The MNI Chicago PMI for Sept. is estimated to fall to 65.0 versus 66.8 in Aug.
Upcoming Splits
  • None of note
Other Potential Market Movers
  • The Fed's Powell/Treasury Secretary Yellen's testimony to the House, US government funding deadline, China Services PMI report, weekly Langer Consumer Comfort Index and the weekly EIA natural gas inventory report could also impact global trading today.
US Equity Market Hours
  • 9:30 am - 4:00 pm EST
BOTTOM LINE: Asian indices are mostly higher, boosted by commodity and industrial shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed. The Portfolio is 50% net long heading into the day.

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