Wednesday, January 22, 2025

Thursday Watch

Night Trading 

  • Asian equity indices are -.5% to +.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 75.0 +.5 basis point.
  • China Sovereign CDS 56.5 +.25 basis point.
  • China Iron Ore Spot 104.5 USD/Metric Tonne +.9%
  • Bloomberg Emerging Markets Currency Index 37.1 unch.
  • Bloomberg Global Risk-On/Risk Off Index 73.5 +.12%.
  • Volatility Index(VIX) futures 16.8 +.34%.
  • Euro Stoxx 50 futures -.29%.
  • S&P 500 futures -.06%.
  • NASDAQ 100 futures -.2%.  
Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down commodity by consumer and industrial shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed.  The Portfolio is 75% net long heading into the day.

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