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GLOBAL MARKETS-Global stocks scale one-week high on trade hopes, yuan softens

Published 30/08/2019, 10:35
© Reuters.  GLOBAL MARKETS-Global stocks scale one-week high on trade hopes, yuan softens
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* U.S. futures point to a firmer open

* China's yuan on track for worst month since 1994

* U.S., China to have face-to-face trade talk in Sept

* Dollar index climbs to one month high

* Gold, silver off recent highs

* FACTBOX-Month of bond market milestones: By Karin Strohecker

LONDON, Aug 30 (Reuters) - World stocks rose to a one-week

high on cautious hopes for a rapprochement on trade between

Beijing and Washington on Friday, though a perky dollar capped

gains with China's yuan softening again, on track for its

weakest month in 2-1/2 decades.

For most of August global stocks have reeled and fixed

income shone as deepening concerns over global trade and clear

signs of a slowdown, possibly even a recession, in the global

economy loomed large over financial markets.

But the mood lifted after U.S. President Donald Trump said

some trade discussions were taking place with China on Thursday,

with more talks scheduled. China's commerce ministry

also said a September round of meetings was being discussed by

the two sides, but added it was important for Washington to

cancel a tariff increase.

The MSCI All-Country World Index .MIWD00000PUS climbed

0.3% but is on track for a near 3% decline in August - only the

second month the benchmark has spent in the red this year. It is

the weakest August for the index since 2015.

European stocks on Friday extended the previous session's

gains, with the pan-European STOXX 600 index .STOXX up 0.3% to

trade at a fresh one-month high.

"The trade war seesaw has certainly moved back in favour of

riskier assets for now, with Trump and China supposedly holding

a call yesterday," said Deutsche Bank (DE:DBKGn) strategist Jim Reid.

Gains were helped by a surge in German real estate firms

which saw the country's DAX index .GDAXI add 0.7%. .EU

The picture was more mixed in Asia, where Chinese and Hong

Kong stock markets dipped in and out of the red .HIS .CSI300

.SSEC . Arrests or detentions of pro-democracy activists in

Hong Kong added to investor jitters, with the Chinese-ruled

territory facing its first recession in a decade.

Japan's Nikkei .N225 added 1.2%, while South Korea's KOSPI

.KS11 jumped 1.8%. U.S. futures pointed to a firmer start to the day's trade,

with E-Minis for the S&P500 ESc1 up 0.3% after more than 1%

gain on Wall Street overnight. .N

Fixed income markets took a breather on Friday, at the end

of a stellar month that has seen prices rally and borrowing

costs push deeper and deeper into negative territory.

U.S. Treasury yields nudged higher overnight, with the

benchmark 10-year Treasury US10YT=RR climbing to 1.5349% from

a three-year low of 1.443% touched earlier this week.

It was still below two-year yields US2YT=RR at 1.5419%.

Such an inversion was last seen in 2007 and correctly foretold

the great recession that followed a year later.

Euro zone government bond yields were steady near record

lows as data showed the bloc's inflation remained low at 1.0% in

August, well below the European Central Bank's target and

bolstering expectations for European Central Bank stimulus in

September. Germany is considering lowering its corporate tax rate,

while the U.S. government is thinking about issuing 50- and

100-year bonds in a bid to steepen the yield curve.

Recent economic data has also pointed to a global growth

slowdown with business investment, manufacturing activity and

exports all going south across major economies.

Investors were focused on a string of economic releases due

over the weekend including China's official manufacturing

survey, which would provide a good gauge of the real impact from

the Sino-U.S. trade war.

GLUM YUAN

In currency markets, the dollar .DXY nudged to a one month

high of 98.609 against a basket of six major currencies.

Yet the trade optimism failed to inspire China's yuan, which

resumed its decline with spot yuan CNY=CFXS at 7.1462 against

the dollar. The currency is on track for its weakest month since

Beijing's currency reform in 1994 after it broke through the key

7 to the dollar level earlier in August.

"The yuan move back to 7 and beyond has been a distinct

possibility for months. It is clearly down due to the tariffs,"

said Neil Mellor, senior FX strategist at BNY Mellon in London.

"It does help them to some extent to absorb the tariff costs

- it is one of the few options they have. The fiscal option is

limited after years of excess, and the monetary stimulus has

already been unprecedented this year."

The Australian dollar AUD= , often seen as a proxy bet on

the Chinese economy, slipped towards a 10-year trough.

Elsewhere, the euro plunged to a one-month low against the

dollar, as investors looked for aggressive easing by the

European Central Bank and ignored doubts by some policymakers

about the need for more stimulus.

The Japanese yen stood at 106.40 to the dollar, while the

euro EUR= was 0.2% down at $1.10395.

Sterling GBP= was steady at $1.2182 against the dollar

GBP=D3 ahead of a crucial few days for parliament next week

which could even result in a no-confidence motion and a new

election. FRX/

In commodities, spot gold XAU= came off recent highs to

trade at $1,526 an ounce. Silver was at $18.37 an ounce after

hitting its highest level in more than two years. U.S. crude CLc1 slipped 57 cents to $56.14 a barrel while

Brent fell 30 cents to $60.78 a barrel.

stocks in Aug https://tmsnrt.rs/2ztDVlL

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