Thursday, October 23, 2025

Friday Watch

Night Trading 

  • Asian equity indices are +.25% to +1.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 69.75 -.75 basis point.
  • China Sovereign CDS 44.25 -.5 basis point.
  • China Iron Ore Spot 103.8 USD/Metric Tonne -.9%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.96 -.02%
  • Bloomberg Emerging Markets Currency Index 36.19 -.14%.
  • Bloomberg Global Risk-On/Risk Off Index 83.3 +.4%.
  • US 10-Year Yield 4.0% unch.
  • Volatility Index(VIX) futures 18.7 -1.4%.
  • Euro Stoxx 50 futures +.16%. 
  • S&P 500 futures +.15%.
  • NASDAQ 100 futures +.26%.
Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology 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 100% net long heading into the day.

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