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GLOBAL MARKETS-Asian shares near 1-wk top on soothing trade tone, overall mood cautious

Published 30/08/2019, 08:07
© Reuters.  GLOBAL MARKETS-Asian shares near 1-wk top on soothing trade tone, overall mood cautious
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(Adds European stock futures, updates prices throughout)

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

* MSCI ex-Japan up 0.7%, E-minis tad weaker

* U.S., China to have face-to-face trade talk in Sept

* Analysts remained cautious about prospect of trade deal

* Currencies muted; gold, silver off recent highs

By Swati Pandey

SYDNEY, Aug 30 (Reuters) - Asian shares jumped to a one-week

high on Friday as the United States and China showed a

willingness to resolve their trade dispute by returning to the

negotiating table, though lingering recession fears tempered

some of the enthusiasm.

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

.MIAPJ0000PUS rose to the highest since Aug. 23, but soon

pared some of those gains after Chinese and Hong Kong stock

markets turned negative. .HSI .CSI300 .SSEC . The MSCI

index was last up 0.8%.

Arrests or detentions of pro-democracy activists in Hong

Kong added to investor jitters with the Chinese-ruled territory

facing its first recession in a decade.

E-Minis for the S&P500 ESc1 also turned negative to be

down 0.1% after more than 1% gain on Wall Street overnight.

In early European trades, futures for pan-region Euro Stoxx

50 STXEc1 were up 0.15%, German DAX FDXc1 0.25% while those

for London's FTSE FFIc1 and France's CAC 40 FCEc1 were a

touch higher.

Japan's Nikkei .N225 jumped 1.2% while South Korea's KOSPI

index .KS11 gained 1.8% and Australian shares .AXJO were

0.9% higher.

The mood lifted after U.S. President Donald Trump said some

trade discussions were taking place with China on Thursday, with

more talks scheduled. China's commerce ministry also said a September round of

meetings was being discussed by the two sides, but added it was

important for Washington to cancel a tariff increase.

The comments spurred hopes for progress in the talks and

boosted the Chinese yuan, which on Thursday snapped a 10-day

losing streak CNY=CFXS . On Friday, it was slightly weaker at

7.1525.

"The S&P futures spike is being blamed largely on the China

trade headlines along with fiscal stimulus hopes and the

prospect for a steeper U.S. curve," JPMorgan (NYSE:JPM) analysts told

clients in a note.

"In reality, the headlines are extremely innocuous and don't

differ from what China has said in the past but they crossed

during a dead zone of liquidity and attendance and as a result

are having an outsized influence on trading."

Also boosting sentiment, South Korea finalised the most

aggressive budget spending plan since the 2008/09 global

financial crisis for next year as authorities try to prop-up

Asia's fourth-largest economy amid growing threats both at home

and from abroad. Germany is considering lowering its corporate tax rate while

the U.S. government is thinking about issuing 50- and 100-year

bonds in a bid to steepen the yield curve.

Trade tensions have dominated market sentiment for much of

this year with wild swings in world stocks as rhetoric between

the United States and China fluctuates from conciliatory to

combative.

Worryingly, recent economic data has also pointed to a

global growth slowdown with business investment, manufacturing

activity and exports all going south across major economies.

Investors were focused on a string of economic releases due

over the weekend including China's official manufacturing

survey, which would provide a good gauge of the real impact from

the Sino-U.S. trade war.

"The recent escalation of the tariff war provides no hopes

of a near-term trade deal," ING's Asia economist Prakash Sakpal

wrote.

"As such, we are in for a long stretch of slow growth and

increasingly challenging policy environment, as some central

bankers have warned."

Even so, U.S. Treasury yields rose overnight with the

benchmark 10-year Treasury US10YT=RR climbing to 1.535% from a

three-year low of 1.443% touched earlier this week.

It was last at 1.5112% but still below two-year yields

US2YT=RR at 1.5240%. Such an inversion was last seen in 2007

and correctly foretold the great recession that followed a year

later.

Among currencies, the dollar .DXY was barely changed at

98.533 against a basket of six major currencies. It was 0.1%

lower against the Japanese yen at 106.35 after gains overnight

while the euro EUR= was 0.2% down at $1.10395.

Sterling GBP= eased $1.2178 ahead of a crucial few days

for parliament next week which could even result in a

no-confidence motion and a new election. In commodities, spot gold XAU= came off recent highs to

trade at $1,529.6 an ounce. Silver was at $18.37 an ounce after

hitting its highest level in more than two years. U.S. crude CLc1 slipped 52 cent to $56.19 a barrel while

Brent fell 39 cents to $60.69 a barrel.

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

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

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(Editing by Sam Holmes & Shri Navaratnam)

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