Night Trading
- Asian equity indices are unch. to +.5% on average.
- Asia Ex-Japan Investment Grade CDS Index 49.5 -.5 basis point.
- China Sovereign CDS 33.75 +1.25 basis points.
- Bloomberg Emerging Markets Currency Index 65.02 -.10%.
- FTSE 100 futures +.07%.
- S&P 500 futures -.28%.
- NASDAQ 100 futures -.35%.
Earnings of Note
Company/Estimate
Before the Open:
- (BABA)/15.7
- (AIG)/1.01
- (AVP)/.07
- (BWA)/1.03
- (DLPH)/.5
- (DISH)/.54
- (DUK)/.97
- (GNRC)/1.37
- (KHC)/.68
- (LH)/2.80
- (PEP)/1.45
- (R)/.03
- (TPX)/1.17
- (THS)/1.10
- (WH)/.81
- (YETI)/.43
- (ZBRA)/3.65
- (ZTS)/.88
After the Close:
- (CGNX)/.14
- (DDOG)/-.02
- (EXPE)/1.20
- (LOGM)/1.40
- (MAT)/.02
- (MHK)/2.20
- (NVDA)/1.67
- (ROKU)/-.13
- (TRUP)/.13
- (VECO)/.08
- (YELP)/.60
Economic Releases
8:30 am EST
- The CPI MoM for Jan. is estimated to rise +.2% versus a +.2% gain in Dec.
- The CPI Ex Food and Energy MoM for Jan. is estimated to rise +.2% versus a +.1% gain in Dec.
- Real Avg. Weekly Earnings YoY for Jan.
- Initial Jobless Claims for last week are estimated to rise to 210K versus 202K the prior week.
- Continuing Claims are estimated to fall to 1734K versus 1751K prior.
Upcoming Splits
- None of note
Other Potential Market Movers
- The Mexico Central Bank decision, $19B 30Y T-Bond auction, weekly EIA natural gas inventory report, Keefe Bruyette Woods Financial Services Symposium and the Guggenheim Oncology Day could also impact trading today.
Market Hours
Normal:
- 9:30 am - 4:00 pm EST
BOTTOM LINE:
Asian indices are mostly higher, boosted by technology and commodity
shares in the region. I expect US stocks to open modestly lower and to
rally into the afternoon, finishing mixed. The Portfolio is 75% net long
heading into the day.
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