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FOREX-Dollar loses its luster as rate cut expectations rise

Published 27/02/2020, 16:57
© Reuters.  FOREX-Dollar loses its luster as rate cut expectations rise
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(New throughout; changes dateline, previous LONDON)

By Kate Duguid

NEW YORK, Feb 27 (Reuters) - The dollar fell on Thursday as

Treasury yields continued to plumb new lows and investors bet

the Federal Reserve would cut interest rates to offset the

impact of the spreading coronavirus, lifting the euro to its

highest in more than three weeks.

Money markets are now fully pricing in one 25 basis point

cut in U.S. interest rates by April and three by March 2021.

Expectations for a European Central Bank rate cut have also

risen; money markets now price a more than 80% chance of a 10

basis point rate cut in July.

"We're seeing a major reversal of the dollar's fortunes,"

said John Doyle, vice president of dealing and trading at

Tempus, Inc.

With U.S. rates much higher, and the scope for them to fall

much wider, investors are reversing out of the dollar.

"Rate cut expectations have gained momentum and U.S. rate

expectations are falling a lot more than they are in the euro

zone," said Thu Lan Nguyen, an analyst at Commerzbank.

Whether or not the dollar retreats further depends on

economic data on the coronavirus's impact on confidence and

trade outside of China, Nguyen said.

Against the euro EUR= , the dollar fell to a three-week

low, last down 1.14% to 1.100. The dollar index =USD dropped

0.76% to 98.358, its weakest since Feb. 6.

It has shed roughly 1% since last week, when it touched a

near 3-year high thanks to its safe-haven currency credentials

and investors' belief that the U.S. economy was relatively

sheltered from the coronavirus fallout. But the currency's

safe-haven appeal has worn off.

One-month volatility in euro/dollar, which was near record

lows, has shot up to its highest since early October EUR1MO= .

New coronavirus infections are now growing faster outside

China than within, stoking fears that the economic impact on

supply chains and consumer demand might be far greater than

previously anticipated. Investors have rushed for the safety of U.S. government

debt. Ten-year U.S. Treasury yields US10YT=RR slumped for the

third consecutive day to a record low of 1.254%.

The dollar dropped 0.58% to 109.77 JPY= Japanese yen as

the yen's safe-haven appeal began to return.

China's offshore yuan strengthened to a one-week high, with

the dollar down 0.2% at 7.007 yuan per dollar CNH= . The

Australian dollar, seen as a proxy for investor sentiment

towards China, rebounded 0.67% to $0.659 AUD= , away from

11-year lows touched on Wednesday.

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