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GLOBAL MARKETS-Asia shares lost in trade labyrinth, bonds get the benefit

Published 20/11/2019, 05:41
© Reuters.  GLOBAL MARKETS-Asia shares lost in trade labyrinth, bonds get the benefit
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* Asian stock markets : https://tmsnrt.rs/2zpUAr4

* Most Asian stock markets ease, along with S&P futures

* Brent licks wounds after suffering sharpest drop in 7 wks

* U.S. Treasury yields fall further, flatten curve

* Next major event is minutes of Fed's last meeting

By Wayne Cole

SYDNEY, Nov 20 (Reuters) - Asian shares lost out to

safe-harbour bonds on Wednesday as Sino-U.S. trade talks

produced nothing but white noise, while concerns about a supply

glut left oil prices nursing their biggest one-day loss in seven

weeks.

Figures from the American Petroleum Institute out late

Tuesday showed a far larger rise in crude stocks than expected.

That followed reports Russia was unlikely to deepen its cuts to

crude output. Brent crude LCOc1 futures eased another 10 cents to $60.81

a barrel, after sliding 2.6% overnight, while U.S. crude CLc1

dipped 2 cents to $55.19.

The mood in share markets was sombre with MSCI's broadest

index of Asia-Pacific shares outside Japan .MIAPJ0000PUS off

0.7%. Japan's Nikkei .N225 fell 0.8% and Shanghai blue chips

.CSI300 0.5%.

Australia's main index .AXJO sank 1.3% led by the banks

after the country's financial crime regulator alleged Westpac

had breached laws on over 23 million instances and applied for

civil penalties against the lender. E-Mini futures for the S&P 500 ESc1 shed 0.2% and

EUROSTOXX 50 futures STXEc1 0.2%.

The prospects for progress on trade dimmed when China

condemned a U.S. Senate measure on Hong Kong, vowing to take the

steps necessary to safeguard its sovereignty and security.

The Senate unanimously passed legislation aimed at

protecting human rights in Hong Kong. Late Tuesday, U.S. President Donald Trump had threatened to

raise tariffs further if China would not agree to a deal that he

liked. The aggressive tone unsettled Wall Street and the Dow .DJI

ended down 0.36%, while the S&P 500 .SPX lost 0.06% and the

Nasdaq .IXIC added 0.24%.

Dour forecasts from retailers Home Depot and Kohl's fuelled

worries about consumer spending, while the energy sector .SPNY

was the S&P's biggest loser as oil slid. .N

COUNTING DOWN TO FED MINUTES

"The immediate focus remains on the U.S.-China trade talks,

and markets seem reluctant to move much in either direction

until they are resolved," wrote analysts at ANZ in a note.

"It was noticeable that fixed income markets rallied despite

equity markets being stable, suggestive of a market that remains

cautious about the growth outlook."

Yields on U.S. 10-year Treasuries US10YT=RR dropped

further to a two-week trough of 1.75%, with a marked flattening

of the curve hinting at a possible return of recession fears.

The dip in yields nudged the dollar down on the safe-haven

Japanese yen and it was last at 108.47 JPY= , though still

within the 107.87 to 109.48 range of the last five weeks.

The euro held at $1.1074 EUR= but faced chart resistance

around $1.1090. The dollar was steadier on a basket of

currencies at 97.886 .DXY .

Investors now await minutes of the Federal Reserve's last

policy meeting where it cut interest rates and signalled a pause

for the time being.

"The minutes will elaborate on the Fed's view that the

downside risks to the U.S. economy have eased, and that a

'material reassessment' of the economic outlook will be needed

for it to cut rates again," said Joseph Capurso, an analyst at

Commonwealth Bank of Australia.

"We see the FOMC now on hold until March, 2020."

The market has all but given up on the prospect of an easing

in December, which is now priced at just 0.8%. A move in March

is put at a probability of around 42%. FEDWATCH

The risk-off tone left spot gold a shade firmer at $1,474.30

per ounce XAU= .

Asia stock markets https://tmsnrt.rs/2zpUAr4

Asia-Pacific valuations https://tmsnrt.rs/2Dr2BQA

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(Editing by Stephen Coates and Sam Holmes)

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