Tuesday, October 28, 2025

Wednesday Watch

Night Trading 

  • Asian equity indices are unch. to +1.0% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 64.75 unch.
  • China Sovereign CDS 41.5 unch.
  • China Iron Ore Spot 106.3 USD/Metric Tonne +.5%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.95 unch.
  • Bloomberg Emerging Markets Currency Index 36.34 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 86.4 +.9%.
  • US 10-Year Yield 3.98% unch.
  • Volatility Index(VIX) futures 18.4 -.9%.
  • Euro Stoxx 50 futures -.1%. 
  • S&P 500 futures +.1%.
  • NASDAQ 100 futures +.2%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly 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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