Sunday, August 24, 2025

Monday Watch

Around X:

  • @Business 
  • @Zerohedge  
  • @CNBC
  • @GatewayPundit
  • @FoxNews  
  • @MarioNawful
  • @CharlieKirk11
  • @songpionganq
  • @newstart_2024 
  • @catturd2
  • @healthranger
  • @ShadowofEzra
  • @Humanspective
  • @sayerjigmi
  • @visegrad24
OpenVAERS: 
SKirsch.com:
Night Trading
  • Asian indices are +.25% to +1.25% on average.
  • Asia Ex-Japan Investment Grade CDS Index 65.75 -1.0 basis point.
  • China Sovereign CDS 41.75 -2.0 basis points.
  • China Iron Ore Spot 102.1 USD/Metric Tonne +1.5%.
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.92 -.34% 
  • Bloomberg Emerging Markets Currency Index 36.6 +.03%.
  • Bloomberg Global Risk-On/Risk Off Index 82.5 +.4%.
  • US 10-Year Yield 4.27% +1.0 basis point.
  • Volatility Index(VIX) futures 17.2 +.9%. 
  • Euro Stoxx 50 futures -.35%.
  • S&P 500 futures -.12%.
  • NASDAQ 100 futures -.13%.

BOTTOM LINE: Asian indices are modestly higher, boosted by consumer discretionary 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 100% net long heading into the week.

No comments: