OVERNIGHT MARKETS AND NEWS

Mar E-mini S&Ps (ESH18 -0.63%) this morning are down -0.60% as the 10-year T-note yield moves above 2.90%. U.S. government debt prices are under pressure on supply concerns as the Treasury gets ready to auction $151 billion of T-bills and $28 billion of 2-year T-notes today. Also, losses in retailer stocks are leading the overall market lower with Walmart down nearly 3% in pre-market trading after it reported weaker-than-expected Q4 EPS and after it lowered guidance on 2019 EPS. European stocks are up +0.06%, led by gains in energy stocks with Mar WTI crude oil (CLH18 +0.65%) up +0.78% at a 1-1/2 week high after OPEC and non-OPEC oil producers reported that compliance with production cuts rose to 133% in Jan. Gains in European stocks were contained as bank stocks declined, led by a 4% drop in HSBC Holdings Plc after Europe’s largest bank missed estimates for Q4 revenue and profit. Asian stocks settled mostly lower: Japan -1.01%, Hong Kong -0.78%, China and Taiwan closed for holiday, Australia -0.01%, Singapore -0.33%, South Korea -1.19%, India -0.21%.

The dollar index (DXY00 +0.58%) is up +0.52%. EUR/USD (^EURUSD) is down -0.48%. USD/JPY (^USDJPY) is up +0.46%.

Mar 10-year T-note prices (ZNH18 -0.23%) are down -8 ticks.

The German Feb ZEW survey expectations of economic growth fell -2.6 to 17.8, stronger than expectations of -4.4 to 20.4.

German Jan PPI rose +0.5% m/m and +2.1% y/y, stronger than expectations of +0.3% m/m and +1.8% y/y.

The UK CBI Feb rends total orders fell -4 to a 4-month low of 10, weaker than expectations of -3 to 11.

U.S. STOCK PREVIEW

Key U.S. news today includes: (1) USDA weekly grain export inspections, (2) Treasury auctions 2-year T-notes.

Notable S&P 500 earnings reports today include: Walmart (consensus $1.37), Home Depot (1.66), Duke Energy (0.92), Medtronic (1.17), Public Storage (2.73), MGM (0.09), Autozone (8.86), Fluor (0.63), Verisk Analytics (0.78), American Water Works (0.66), Devon Energy (0.63), Newfield Exploration (0.63).