Night Trading
- Asian equity indices are +.25% to +1.25% on average.
- Asia Ex-Japan Investment Grade CDS Index 68.75 -1.5 basis points.
- China Sovereign CDS 40.75 -1.75 basis points.
- China Iron Ore Spot 104.5 USD/Metric Tonne -.02%.
- Polymarket: Which Countries Will the US Agree to Tariff Agreements with Before August?
- EU 57.0% +19.0 percentage points.
- India 21.0% +12.0 percentage points.
- South Korea 61.0% +10.0 percentage points.
- Canada 26.0% +2.0 percentage points.
- Swiss Franc/Offshore Chinese Renminbi Cross 9.03 +.02%.
- Bloomberg Emerging Markets Currency Index 36.9 +.02%.
- Bloomberg Global Risk-On/Risk Off Index 79.7 +.9%.
- US 10-Year Yield 4.38% +3.0 basis points.
- Volatility Index(VIX) futures 17.9 -1.0%.
- Euro Stoxx 50 futures +1.3%.
- S&P 500 futures +.13%.
- NASDAQ 100 futures +.41%.
BOTTOM LINE: Asian indices are modestly higher, boosted by technology and industrial shares in the region. I expect US stocks to open modestly higher and to maintain gains into the afternoon. The Portfolio is 100% net long heading into the day.
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