Thursday, December 25, 2025

Friday Watch

Night Trading 

  • Asian equity indices are unch. to +.75% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 64.5 unch.
  • China Sovereign CDS 43.75 +.5 basis point.
  • China Iron Ore Spot 103.5 USD/Metric Tonne -.34%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.88 -.2%.
  • Bloomberg Emerging Markets Currency Index 36.2 +.04%.
  • Bloomberg Global Risk-On/Risk Off Index 98.4 +.2%.
  • US 10-Year Yield 4.14% +1.0 basis point.
  • Japan 30-Year Yield 3.40% -2.0 basis points. 
  • Volatility Index(VIX) futures 16.8 -.6%.
  • Euro Stoxx 50 futures n/a. 
  • S&P 500 futures unch.
  • NASDAQ 100 futures +.05%.
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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