Monday, December 22, 2025

Tuesday Watch

Night Trading 

  • Asian equity indices are unch. to +.75% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 64.5 -.5 basis point.
  • China Sovereign CDS 43.25 -.25 basis point.
  • China Iron Ore Spot 104.2 USD/Metric Tonne -.6%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.89 +.15%.
  • Bloomberg Emerging Markets Currency Index 36.09 -.06%.
  • Bloomberg Global Risk-On/Risk Off Index 97.9 -.7%.
  • US 10-Year Yield 4.16% -1.0 basis point.
  • Japan 30-Year Yield 3.42% -2.0 basis points. 
  • Volatility Index(VIX) futures 17.0 +.6%.
  • Euro Stoxx 50 futures +.09%. 
  • S&P 500 futures +.04%.
  • NASDAQ 100 futures +.09%.
Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and commodity 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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