Thursday, March 05, 2026

Friday Watch

Night Trading 

  • Asian equity indices are -1.25% to +.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 72.0 +.5 basis point.
  • China Sovereign CDS 44.5 -.25 basis point.
  • China Iron Ore Spot 101.0 USD/Metric Tonne +1.0%. 
  • Gold 5,149.4 USD/t oz. +1.4%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.85 +.08%.
  • Bloomberg Emerging Markets Currency Index 35.70 -.01%.
  • Bloomberg Global Risk-On/Risk Off Index 99.43 -1.7%.
  • US 10-Year Yield 4.13% unch.
  • Japan 30-Year Yield 3.40% +1.0 basis point. 
  • Volatility Index(VIX) futures 22.3 -.8%.
  • Euro Stoxx 50 futures +.57%. 
  • S&P 500 futures +.06%.
  • NASDAQ 100 futures +.04%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by technology and transport shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed.  The Portfolio is 50% net long heading into the day.

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