Thursday, March 06, 2025

Friday Watch

Night Trading 

  • Asian equity indices are -1.5% to -.5% on average.
  • Asia Ex-Japan Investment Grade CDS Index 69.5 +1.75 basis points.
  • China Sovereign CDS 48.75 +2.25 basis points.
  • China Iron Ore Spot 100.0 USD/Metric Tonne -.4%
  • Bloomberg Emerging Markets Currency Index 37.43 -.08%.
  • Bloomberg Global Risk-On/Risk Off Index 73.0 -.6%.
  • Volatility Index(VIX) futures 21.5 -1.5%.
  • Euro Stoxx 50 futures -.76%
  • S&P 500 futures +.31%.
  • NASDAQ 100 futures +.45%.  
Morning Preview Links

BOTTOM LINE: Asian indices are modestly lower, weighed down by tech and financial 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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