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GLOBAL MARKETS-Asia shares touch 3-month top, cautious on Fed

Published 29/10/2019, 06:25
© Reuters.  GLOBAL MARKETS-Asia shares touch 3-month top, cautious on Fed
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* Asian stock markets: https://tmsnrt.rs/2zpUAr4

* Nikkei hits one-year high as S&P 500 reaches record

* Trump talks up progress on China trade

* EU grants Britain three-month Brexit extension

* Market sees Fed cutting rates, cautious on outlook

By Wayne Cole

SYDNEY, Oct 29 (Reuters) - Asian shares crept to a

three-month peak on Tuesday after Wall Street hit all-time highs

amid hopes of progress in Sino-U.S. trade talks and for another

dose of policy stimulus from the Federal Reserve this week.

Japan's Nikkei .N225 led the way with a rise of 0.4% to

reach ground last trod a full year ago, while Shanghai blue

chips .CSI300 dithered either side of flat.

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

.MIAPJ0000PUS nudged up 0.2% and touched its highest since

late July. E-Mini futures for the S&P 500 ESc1 extended their

gains by 0.1% and EUROSTOXX 50 futures STXEc1 dipped 0.1%.

U.S. President Donald Trump said on Monday he expected to

sign a significant part of a trade deal with China ahead of

schedule but did not elaborate on the timing. The U.S. trade representative also said the U.S. was

studying whether to extend tariff suspensions on $34 billion of

Chinese goods set to expire on Dec. 28 this year. "The market appears to be interpreting the improvement in

trade talks as a positive sign that the U.S. will suspend its

planned tariffs on $160 billion of Chinese imports due to take

place in December," said Rodrigo Catril, a senior FX strategist

at National Australia Bank.

"This is a big assumption as talks could easily fail again

if both parties don't find a compromise."

On Wall Street, the S&P 500 .SPX gained 0.56% to score a

record closing peak, while the Dow .DJI rose 0.49% and the

Nasdaq .IXIC 1.01%. .N

Microsoft Corp MSFT.O climbed 2.46% after winning the

Pentagon's $10 billion cloud computing contract, beating out

Amazon.com Inc AMZN.O . Google parent Alphabet Inc GOOGL.O slipped in late NY

trade after missing analysts' estimates for quarterly profit

even though revenue growth topped expectations. ON THE FED

The embrace of risk left bonds out in the cold, and yields

on two-year Treasury notes US2YT=TWEB hit four-week highs at

1.667%. US/

Bond investors are still looking forward to a likely rate

cut from the Federal Reserve on Wednesday, though they also

suspect officials might signal caution on moving yet further.

"Our base case is for the Fed to cut again in December,

although Fed communication may sound marginally more hawkish

this week and we expect the FOMC to keep the door open for

another easing this year rather than signal it explicitly,"

wrote analysts at JPMorgan in a note.

The futures market has 50 basis points of cuts priced in by

June FEDWATCH .

Central banks in Japan and Canada also meet this week, with

talk the former might ease further if only to prevent an

export-sapping bounce in its currency.

The shift from safe harbours was working to weaken the yen.

The U.S. dollar was firm at 108.98 yen JPY= , having reached

its highest in three months, and was eyeing a major top at

109.31.

It fared less well on the euro, which edged up to $1.1095

EUR= , and was little changed on a basket of currencies at

97.782 .DXY .

Sterling firmed after the European Union agreed to a Brexit

delay of up to three months, while Prime Minister Boris Johnson

lost a vote to force an election on Dec. 12. The pound was last at $1.2852 GBP= , well above its low for

the month at $1.2193.

Spot gold slipped back to $1,491.48 per ounce XAU= , and

away from last week's top around $1,517.

Oil prices were pressured by signs of rising U.S. crude

stock piles. O/R

Brent crude LCOc1 futures slipped 24 cents to $61.33 a

barrel, while U.S. crude CLc1 lost 24 cents to $55.57.

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

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

Trump: 'ahead of schedule' on China trade deal may extend tariff suspensions on $34 billion in Chinese

goods beats Amazon for Pentagon's $10 bln cloud computing

contract search for sales in cloud, hardware clip Alphabet

profit agrees Brexit delay as British parliament blocks December

election ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>

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