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GLOBAL MARKETS-Asian shares adrift as tariff deadline looms

Published 11/12/2019, 01:51
Updated 11/12/2019, 01:54
© Reuters.  GLOBAL MARKETS-Asian shares adrift as tariff deadline looms
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* Investors wary as trade deadline draws closer

* Nikkei flat, ASX drifts higher

* Pound wobbles as projected Conservative majority shrinks

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

By Tom Westbrook

SINGAPORE, Dec 11 (Reuters) - Asian stocks flatlined on

Wednesday as Sino-U.S. trade talks approached a weekend deadline

with little sign of progress, while a tightening of the UK

election race knocked the pound.

Investors are beginning to suspect that even if U.S. tariffs

due to take effect on Sunday are delayed, it may be 2020 before

Washington and Beijing can agree a broader rapprochement.

In the absence of detailed trade news, focus moves to the

U.S. Fed's outlook for the economy due at 2000 GMT - along with

an expectation interest rates will be held steady - and

Thursday's British election.

"The market is just so singularly focused on the trade

thematic, it seems to push everything else aside," said James

McGlew, executive director of corporate stockbroking at Perth

broker Argonaut.

"These things never end well. Tariffs and artificial

barriers in economies can never level the playing field the way

proponents theorise it will ... no-one wins until this stops,

its as simple as that."

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

.MIAPJ0000PUS barely budged. Japan's Nikkei .N225 ticked

lower after White House trade adviser Peter Navarro said a

decision on the Dec. 15 tariffs would come soon, also knocking

modest early gains off Australia's S&P/ASX 200 .AXJO .

The biggest mover of the morning was the British pound,

which shed 0.3% to hit $1.3128 after a closely watched YouGov

poll showed the ruling Conservatives tracking toward a much

slimmer majority than forecast a fortnight ago.

The pound had climbed to an eight-month high overnight,

before the survey, as investors priced in a comfortable

Conservative victory and expected it could end years of

uncertainty over Britain's exit from the European Union.

YouGov's research director, however, said the results showed

a hung parliament was possible.

"Granted, this still portrays a Tory majority but given what

is already priced ... the actual outcome has resulted in some of

the heat coming out of a fairly frothy market," said Chris

Weston, head of research at Melbourne brokerage Pepperstone.

TRADE STALEMATE

On the trade front, officials from Canada, Mexico and the

United States signed a fresh overhaul of the quarter-century-old

North American trade pact, but there were few hints of progress

on a deal between the globe's two largest economies.

A Wall Street Journal report that said U.S. and Chinese

officials were preparing for a delay to the Dec. 15 round of

tariffs knocked bonds but did not shift stocks since it

suggested no resolution to the trade conflict. "Assuming it is (delayed), then trade policy uncertainty is

set to linger well into the next decade," said Ray Attrill, head

of FX strategy at National Australia Bank.

"This has very much been the emerging consensus heading into

the weekend deadline, hence the reports have failed to spark any

market volatility."

White House economic adviser Larry Kudlow later said that no

decision had been reached regarding the tariffs, which will

automatically take effect unless they are reversed or suspended.

The Dow Jones Industrial Average .DJI and the S&P 500

.SPX each fell 0.1%, while the Nasdaq .IXIC dropped by a

little less.

The yield on benchmark 10-year Treasury notes US10YT=RR ,

which moves inversely to price, last stood a little higher at

1.8399%.

U.S. inflation data due at 1330 GMT, expected to hold

steady, may further decrease the likelihood of 2020 rate cuts

should it surprise on the upside.

The Fed is widely expected to hold rates steady at the

conclusion of Wednesday's policy meeting, with investors instead

focused on any change to the central bank's view of the economy

and its 2% growth forecast for next year. Elsewhere in currencies, the dollar slipped against the euro

overnight as German economic sentiment sharply rose after an

unexpected rebound in October exports. U.S. crude CLc1 dipped 0.25% to $59.09 a barrel, while

gold was slightly lower XAU= at $1463.526 per ounce.

O/R GOL/

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