- S&P futures up 0.25%
- Asian equities mostly higher overnight with China and Japan among the better performers. European markets mixed.
- Treasuries little changed across the curve. Dollar flat vs yen and weaker vs euro. Sterling extending this week's outperformance. Gold up 0.1%. WTI crude up 0.3%.
- The Market Convictions page is up to date on the site and there will be a full Daily Note today