Wednesday, April 01, 2026

Thursday Watch

Night Trading 

  • Asian equity indices are -1.75% to -.75% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 87.5 +2.0 basis points.
  • China Sovereign CDS 50.25 +1.0 basis point.
  • China Iron Ore Spot 105.6 USD/Metric Tonne -.7%. 
  • Crude Oil 103.90/bbl. +3.8% 
  • Gold 4,720.3 USD/t oz. -1.9%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.64 -.2%.
  • Bloomberg Emerging Markets Currency Index 35.39 -.13%.
  • Bloomberg Global Risk-On/Risk Off Index 102.0 +.3%
  • US 10-Year Yield 4.36% +4.0 basis points.
  • Japan 30-Year Yield 3.67% +5.0 basis points. 
  • Volatility Index(VIX) futures 24.6 +2.9%.
  • Euro Stoxx 50 futures -1.25%. 
  • S&P 500 futures -.88%.
  • NASDAQ 100 futures -1.06%.
Morning Preview Links

BOTTOM LINE: Asian indices are lower, weighed down by technology and transportation shares in the region. I expect US stocks to open lower and to maintain losses into the afternoon.  The Portfolio is 50% net long heading into the day.

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