Monday, April 28, 2025

Tuesday Watch

Night Trading 

  • Asian equity indices are unch. to +.5% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 93.75 -1.25 basis points. 
  • China Sovereign CDS 60.25 -1.25 basis points.
  • China Iron Ore Spot 98.3 USD/Metric Tonne -.11%
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.87 -.2%.
  • Bloomberg Emerging Markets Currency Index 37.0 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 59.6 +.2%.
  • US 10-Year Yield 4.21% unch.
  • Volatility Index(VIX) futures 23.6 -.5%.
  • Euro Stoxx 50 futures +.10%. 
  • S&P 500 futures +.10%. 
  • NASDAQ 100 futures +.15%.
Morning Preview Links

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

No comments: