Tuesday, September 22, 2026

Wednesday Watch

Night Trading 

  • Asian equity indices are unch. to +1.5% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 68.75 -.75 basis point. 
  • China Sovereign CDS 33.25 unch.
  • China Iron Ore Spot 96.90 USD/Metric Tonne +.8%. 
  • Crude Oil 94.59/bbl. -1.2%. 
  • Gold 4,384.0 USD/t oz. +.19%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.16 -.04%.
  • Bloomberg Emerging Markets Currency Index 34.01 -.06%.
  • Bloomberg Global Risk-On/Risk Off Index 133.1 +.1%.
  • US 10-Year Yield 4.96% unch.
  • Japan 30-Year Yield 4.08% n/a.
  • Volatility Index(VIX) futures 17.4 +.2%.
  • Euro Stoxx 50 futures +.24%. 
  • S&P 500 futures -.04%.
  • NASDAQ 100 futures -.04%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly higher, boosted by technology and metals & mining 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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