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GLOBAL MARKETS-Asia stocks advance as China's rates tweak improves investor mood

Published 19/08/2019, 06:50
© Reuters.  GLOBAL MARKETS-Asia stocks advance as China's rates tweak improves investor mood
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* MSCI Asia-Pacific index up 1.1%, Nikkei gains 0.8%

* Equities up amid hopes for German stimulus, China rate

steps

* Safe-havens such as U.S. Treasuries, yen fall back

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Shinichi Saoshiro

TOKYO, Aug 19 (Reuters) - Asian stocks rode a Wall Street

rally on Monday and were also cheered by a decision from

China's central bank to alter the way it sets a key interest

rate benchmark, a move seen by analysts as reducing borrowing

costs for companies.

In early European trade, the futures for the pan-region Euro

Stoxx 50 STXEc1 were up 0.3% while those for German's DAX

FDXc1 and Britain's FTSE FFIc1 were each 0.5% higher.

The People's Bank of China (PBOC) on Saturday unveiled key

interest rate reforms to help steer borrowing costs lower for

companies and support a slowing economy caught in the grip of a

bruising trade war with the United States.

That move helped Chinese stocks lead regional gains on

Monday amid a broadly more upbeat investor mood. Hopes major

economies will seek to prop up slowing growth with fresh

stimulus have helped ease some of the recession fears unleashed

in markets last week.

"The decline in loan rates bodes well for China's credit

demand and growth outlook in the second half of 2019 to offset

the impact of the ongoing trade disputes," wrote Zhaopeng Xing

and Raymond Yeung, economists at ANZ.

"However, the reform is unlikely to have a stimulative

effect on China's property markets with the authorities still

insisting on tight regulations to prevent the crowding-out

effect from high home prices."

In China, the Shanghai Composite Index .SSEC rose 1.6%.

MSCI's broadest index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS gained 1.1%.

Over recent weeks, recession worries - triggered by an

inversion in the U.S. bond yield curve - have led to a shakeout

in financial markets. That has driven speculation of more

support from policy makers, including from the U.S. Federal

Reserve which last month cut rates for the first time since the

financial crisis.

Japan's Nikkei .N225 rose 0.8%.

Wall Street shares had rebounded on Friday after a report

that Germany's coalition government was prepared to set aside

its balanced budget rule in order to take on new debt and launch

stimulus steps to counter a possible recession. The yen JPY= , a gauge of risk sentiment due to its

perceived status as a safe haven, weakened for its third

successive session.

The Japanese currency last traded at 106.370 per dollar,

having pulled back from a seven-month peak near 105.000 reached

a week ago when events including unrest in Hong Kong and a

meltdown in Argentina's markets triggered a fresh bout of

anxiety in markets already shaken by the U.S.-China trade war.

"Sentiment in the markets appeared headed for a one-way

rout, but policy hopes following reports of the German stimulus

have helped halt the steady deterioration," said Ayako Sera,

senior market strategist at Sumitomo Mitsui Trust.

"As for steps by China, it needs to be understood that the

latest measures are geared towards markets which are already

regulated extensively. But China's latest move should

nevertheless provide the market with relief."

Elsewhere in currencies, the dollar index .DXY against a

basket of six major currencies hovered near a two-week high of

98.339 climbed on Friday. The index was supported as U.S.

Treasury yields bounced back from recent lows in the wake of

German stimulus hopes.

The 10-year U.S. Treasury yield US10YT=RR stood at 1.582%,

having pulled away from a three-year trough of 1.475% marked

last week in the wake of global slowdown fears.

Falling yields last week caused the two-year/10-year

Treasury curve to invert for the first since 2007, a phenomenon

widely regarded as a recession signal that puts the Federal

Reserve interest rate deliberations into focus.

"This week's main event is the Jackson Hole symposium and

Fed Chairman (Jerome) Powell's speech," said Junichi Ishikawa,

senior FX strategist at IG Securities in Tokyo.

Powell will deliver a speech on Friday at an annual meeting

of central bankers in Jackson Hole, Wyoming.

"What Powell has to say is in focus as the discrepancy

remains between what he said on interest rates and what the

markets have come to expect the Fed will do," Ishikawa said.

Powell said after the Fed lowered rates in July that the

easing was not the start of a series of cuts. But market

expectations for the Fed to cut rates by another 25 basis points

at the next policy meeting in September has topped 80%.

The euro EUR= was steady at $1.1088 while the Australian

dollar AUD=D4 edged up 0.1% to $0.6784.

Brent crude oil futures LCoc1 gained 1.15% to $59.31 per

barrel, following in the tracks of improved equity markets and

with a weekend attack on a Saudi oil facility by Yemeni

separatists providing further support. O/R

(Editing by Sam Holmes & Shri Navaratnam)

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