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FOREX-Sino-U.S. trade thaw sparks risk rally, euro awaits ECB

Published 12/09/2019, 01:59
Updated 12/09/2019, 02:00
FOREX-Sino-U.S. trade thaw sparks risk rally, euro awaits ECB
USD/KRW
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* Risk currencies rally after Trump postpones tariffs

* Dollar at six-week peak vs yen, yuan jumps

* Euro slides ahead of ECB meeting

By Tom Westbrook

SINGAPORE, Sept 12 (Reuters) - An exchange of olive branches

between Washington and Beijing on trade pushed the dollar to a

six-week high against the safe-haven yen on Thursday and also

supported the risk-sensitive currencies of China, Australia and

South Korea.

The world's two largest economies granted concessions in

their heated tariff dispute on Wednesday ahead of planned talks.

China exempted a basket of U.S. goods from its own tariffs while

U.S. President Donald Trump said he would delay a scheduled

tariff hike by two-weeks in October.

The thaw in hostilities supported broader risk appetite in

global financial markets with the Chinese yuan CNH= jumping

0.2% to 7.0861 in offshore trade, its highest in three weeks.

The trade-exposed Korean won KRW= hit a six-week peak of

1,185.67 per dollar. The Australian dollar AUD=D3 rose 0.2%.

The yen JPY=EBS fell almost 0.2% to 108.00 per dollar, its

weakest since Aug. 1.

"It's a conciliatory move," said Joe Capurso, senior

currency strategist at the Commonwealth Bank of Australia in

Sydney, while warning not to get too carried away.

"It's not really a change in policy...we don't see any

strong evidence there's going to be a permanent agreement to

ratchet down these tariffs."

The other major driver for currency markets on Thursday is a

meeting of the European Central Bank, where expectations of

easing have weakened the euro.

The single currency EUR=EBS has shed 3.5% since June and

fell to a one-week low of $1.0983 overnight. It was steady at

$1.1010 in Asian morning trade.

With growth slowing, the ECB has all but promised more

support for the economy in one of the most closely watched

meetings in years. The ECB is almost certain to cut rates, promise to keep

rates low for longer and provide banks relief from the side

effects of negative rates. However, new asset purchases, priced

in by markets, are not a done deal with some conservative

policymakers opposing the move.

"Market reaction will likely hinge on the confirmation of a

rate cut," said David de Garis, a director of economics and

markets at National Australia Bank in London.

"The real kicker though will not be whether QE is

re-started, but crucially, whether it leaves markets feeling the

ECB is running out of room, or hamstrung by internal

opposition," he said. "What markets would not want to hear is

during the press conference evidence of a disagreement."

Sterling also dipped after a Scottish court ruled on

Wednesday that Prime Minister Boris Johnson's suspension of the

British Parliament was unlawful, prompting immediate calls for

lawmakers to return to work as the government and Parliament

battle over the future of Brexit. The British pound GBP=D3 fell as much as 0.4% to $1.2313

overnight, and hovered around $1.2330 in Asian hours.

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