Monday, July 20, 2026

Tuesday Watch

Night Trading 

  • Asian equity indices are +.5% to +2.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 70.5 -1.0 basis point. 
  • China Sovereign CDS 37.75 unch.
  • China Iron Ore Spot 98.50 USD/Metric Tonne -1.1%. 
  • Crude Oil 83.0/bbl. -.3% 
  • Gold 4,034.20 USD/t oz. +.45%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.35 -.07%.
  • Bloomberg Emerging Markets Currency Index 34.55 unch.
  • Bloomberg Global Risk-On/Risk Off Index 123.9 +1.0%.
  • US 10-Year Yield 4.59% unch.
  • Japan 30-Year Yield 3.90% +3.0 basis points 
  • Volatility Index(VIX) futures 19.0 +.2%.
  • Euro Stoxx 50 futures -.50%. 
  • S&P 500 futures +.15%.
  • NASDAQ 100 futures +.37%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and energy shares in the region. I expect US stocks to open modestly higher and to weaken into the afternoon, finishing mixed.  The Portfolio is 50% net long heading into the day.

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