Tuesday, March 03, 2026

Wednesday Watch

Night Trading 

  • Asian equity indices are -3.75% to -2.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 73.5 +.25 basis point.
  • China Sovereign CDS 46.5 +.5 basis point.
  • China Iron Ore Spot 98.4 USD/Metric Tonne -.62%. 
  • Gold 5,172.4 USD/t oz. +1.0%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.86 +.2%.
  • Bloomberg Emerging Markets Currency Index 35.74 -.11%.
  • Bloomberg Global Risk-On/Risk Off Index 94.72 -2.8%.
  • US 10-Year Yield 4.06% unch.
  • Japan 30-Year Yield 3.36% +1.0 basis point. 
  • Volatility Index(VIX) futures 22.7 +2.5%.
  • Euro Stoxx 50 futures -.02%. 
  • S&P 500 futures -.46%.
  • NASDAQ 100 futures -.65%.
Morning Preview Links

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

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