Wednesday, February 26, 2025

Thursday Watch

Night Trading 

  • Asian equity indices are -.25% to +.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 66.75 -1.75 basis points.
  • China Sovereign CDS 45.0 -1.75 basis points.
  • China Iron Ore Spot 105.4 USD/Metric Tonne -.5%
  • Bloomberg Emerging Markets Currency Index 37.3 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 73.0 +1.0%.
  • Volatility Index(VIX) futures 18.1 -.2%.
  • Euro Stoxx 50 futures -.75%.
  • S&P 500 futures -.03%.
  • NASDAQ 100 futures -.1%.  
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by tech 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 50% net long heading into the day.

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