Thursday, May 28, 2026

Friday Watch

Night Trading 

  • Asian equity indices are +.25% to +1.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 72.25 +.5 basis point. 
  • China Sovereign CDS 40.0 +.25 basis point.
  • China Iron Ore Spot 105.2 USD/Metric Tonne -.08%. 
  • Crude Oil 87.93/bbl. -1.1% 
  • Gold 4,545.5 USD/t oz. +.3%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.60 +.05%.
  • Bloomberg Emerging Markets Currency Index 35.33 -.03%.
  • Bloomberg Global Risk-On/Risk Off Index 123.9 +.%.
  • US 10-Year Yield 4.44% -1.0 basis point.
  • Japan 30-Year Yield 3.95% -3.0 basis points. 
  • Volatility Index(VIX) futures 18.0 +.1%.
  • Euro Stoxx 50 futures -.18%. 
  • S&P 500 futures -.06%.
  • NASDAQ 100 futures -.20%.
Morning Preview Links

BOTTOM LINE: Asian indices are modestly higher, boosted by technology and financial shares in the region. I expect US stocks to open mixed and to rally into the afternoon, finishing modestly higher.  The Portfolio is 100% net long heading into the day.

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