BETWEEN THE HEDGES: Stocks Modestly Lower into Afternoon on Escalating Global Supply Chain Disruption Fears, Soaring Energy Prices, Rising Inflation Expectations, Homebuilding/Transport Sector Weakness

Thursday, April 02, 2026

Stocks Modestly Lower into Afternoon on Escalating Global Supply Chain Disruption Fears, Soaring Energy Prices, Rising Inflation Expectations, Homebuilding/Transport Sector Weakness

Posted by Gary .....at 2:24 PM

Overseas Futures:

Nikkei 225 Futures: Indicating +832 open in Japan
China A50 Futures: Indicating +30 open in China

DAX Futures: Indicating +193 open in Germany

Portfolio:

Slightly Higher: On gains in my tech sector longs and emerging market shorts
Disclosed Trades: None
Market Exposure: 50% Net Long

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