Monday, June 22, 2026

Tuesday Watch

Night Trading 

  • Asian equity indices are -1.0% to unch. on average. 
  • Asia Ex-Japan Investment Grade CDS Index 67.75 -.25 basis point. 
  • China Sovereign CDS 38.0 -.5 basis point.
  • China Iron Ore Spot 97.8 USD/Metric Tonne -.5%. 
  • Crude Oil 73.98/bbl. -.12% 
  • Gold 4,174.0 USD/t oz. -.67%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.38 -.02%.
  • Bloomberg Emerging Markets Currency Index 34.92 -.02%.
  • Bloomberg Global Risk-On/Risk Off Index 124.8 +.2%.
  • US 10-Year Yield 4.50% -1.0 basis point.
  • Japan 30-Year Yield 3.85% -2.0 basis points. 
  • Volatility Index(VIX) futures 18.6 +.8%.
  • Euro Stoxx 50 futures -.38%. 
  • S&P 500 futures -.19%.
  • NASDAQ 100 futures -.47%.
Morning Preview Links

BOTTOM LINE: Asian indices are modestly lower, weighed down by technology and consumer discretionary shares in the region. I expect US stocks to open modestly lower and to rally into the afternoon, finishing mixed.  The Portfolio is 50% net long heading into the day.

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