Thursday, March 12, 2026

Friday Watch

Night Trading 

  • Asian equity indices are -1.0% to unch. on average. 
  • Asia Ex-Japan Investment Grade CDS Index 80.0 unch.
  • China Sovereign CDS 47.75 -.5 basis point.
  • China Iron Ore Spot 108.2 USD/Metric Tonne +.33%. 
  • Crude Oil 95.48/bbl. -.25% 
  • Gold 5,128.3 USD/t oz. +.04%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.76 -.07%.
  • Bloomberg Emerging Markets Currency Index 35.58 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 96.2 -1.7%.
  • US 10-Year Yield 4.26% unch.
  • Japan 30-Year Yield 3.50% +1.0 basis point. 
  • Volatility Index(VIX) futures 23.9 -2.1%.
  • Euro Stoxx 50 futures +.24%. 
  • S&P 500 futures +.42%.
  • NASDAQ 100 futures +.36%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by financial and technology shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 25% net long heading into the day.

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