Thursday, September 24, 2026

Friday Watch

Night Trading 

  • Asian equity indices are -.25% to +.25% on average. 
  • Asia Ex-Japan Investment Grade CDS Index 71.5 +.75 basis point. 
  • China Sovereign CDS 34.0 +.5 basis point.
  • China Iron Ore Spot 95.60 USD/Metric Tonne unch. 
  • Crude Oil 93.75/bbl. -.9%. 
  • Gold 4,308.0 USD/t oz. +.23%. 
  • Swiss Franc/Offshore Chinese Renminbi Cross 8.11 -.03%.
  • Bloomberg Emerging Markets Currency Index 33.76 -.07%.
  • Bloomberg Global Risk-On/Risk Off Index 136.7 +.3%.
  • US 10-Year Yield 5.19% -1.0 basis point.
  • Japan 30-Year Yield 4.23% +6.0 basis points.
  • Volatility Index(VIX) futures 18.0 +1.0%.
  • Euro Stoxx 50 futures +.40%. 
  • S&P 500 futures -.21%.
  • NASDAQ 100 futures -.21%.
Morning Preview Links

BOTTOM LINE: Asian indices are mostly lower, weighed down by metals & mining and financial shares in the region. I expect US stocks to open mixed and to weaken into the afternoon, finishing modestly lower.  The Portfolio is 50% net long heading into the day.

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