Thursday, December 26, 2024

Friday Watch

Night Trading 

  • Asian equity indices are -.25% to +.75% on average.
  • Asia Ex-Japan Investment Grade CDS Index 77.25 +.25 basis point.
  • China Sovereign CDS 64.75 unch.
  • China Iron Ore Spot 100.2 USD/Metric Tonne -.6%
  • Bloomberg Emerging Markets Currency Index 37.1 -.13%.
  • Bloomberg Global Risk-On/Risk Off Index 72.0 +1.2%.
  • Volatility Index(VIX) futures 16.2 +.7%.
  • Euro Stoxx 50 futures +.62%.
  • S&P 500 futures -.16%.
  • NASDAQ 100 futures -.23%.  
Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by consumer and industrial 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.

No comments: