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GLOBAL MARKETS-Asian stocks rally after Fed cut, BOJ sends clearer easing signal

Published 31/10/2019, 07:18
© Reuters.  GLOBAL MARKETS-Asian stocks rally after Fed cut, BOJ sends clearer easing signal
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* Asian stock markets: https://tmsnrt.rs/2zpUAr4

* Fed cuts rates as expected but signals pause

* BOJ keeps policy on hold, changes forward guidance

* Policymakers struggle to deal with risks to growth

By Stanley White

TOKYO, Oct 31 (Reuters) - Asian shares jumped on Thursday to

a three-month high and the dollar fell broadly after the Federal

Reserve cut interest rates as expected and U.S. Treasury yields

declined.

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

.MIAPJ0000PUS was up 0.53% to the highest since July 30. Hong

Kong shares .HSI rose 0.93%, while Japan's Nikkei stock index

.N225 rose 0.43%.

The pan-region Euro Stoxx 50 futures STXEc1 were up 0.08%,

German DAX futures FDXc1 added 0.1%, while FTSE futures

FFIc1 edged down 0.02%.

U.S. Treasury yields slipped after the rate cut, but Fed

Chairman Jerome Powell signalled additional trims are unlikely

because there are several areas of strength in the U.S. economy.

The yen JPY= held onto gains versus the dollar after the

Bank of Japan keep its ultra-easy monetary policy in place as

expected and changed its forward guidance to more clearly signal

the future chance of a rate cut. Debate at the Fed and the BOJ highlights the struggle that

many central banks are facing.

The U.S.-China trade war and Britain's divorce from the

European Union have increased uncertainty, but central banks are

somewhat reluctant to ease policy aggressively because interest

rates are already very low in many major economies.

"The biggest thing that stands out is stocks look stronger

after the Fed," said Tsutomu Soma, general manager of fixed

income business solutions at SBI Securities in Tokyo.

"Risks like U.S.-China or Brexit haven't been resolved

completely, but the markets are starting to look beyond these

risks."

U.S. stock futures ESc1 edged 0.01% lower on Thursday

after the S&P 500 rose 0.33% to close at a record high on

Wednesday for the second time in three trading sessions.

A positive mood on Wall Street carried over to Asian

equities, except for Australian shares .AXJO , which fell 0.39%

after weak earnings from Australia and New Zealand Banking Group

ANZ.AX .

The Fed lowered its policy rate to 1.50%-1.75%, but dropped

a previous reference in its statement to "act as appropriate" to

sustain the economic expansion. In his news conference, Powell listed several reasons why he

feels the economy is doing well, such as robust consumer

spending, strengthening home sales, and healthy asset prices.

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

fell to 1.7803% on Thursday, while the two-year yield US2YT=RR

eased slightly to 1.6257%.

The dollar index .DXY against a basket of six major

currencies fell 0.31% to 97.346, extending declines from

Wednesday.

News that Chile will not host the Asia-Pacific Economic

Cooperation (APEC) summit in mid-November was one reason the

dollar was dented - as the market has been expecting the United

States and China to sign a partial trade deal there.

On the brighter side the head of a Chinese government-backed

trade group said Beijing could remove extra tariffs to allow

importers to buy up to $50 billion worth of U.S. farm products.

The greenback fell to 7.0417 yuan CNY=CFXS in onshore

trade, at one point falling to its lowest since Aug. 19.

The yen rose 0.16% to 108.68 per dollar JPY=EBS , holding

onto gains after the BOJ left policy unchanged as expected.

Traders will focus on BOJ Governor Haruhiko Kuroda's press

conference later on Thursday to gauge how he assesses the risks

posed by the U.S.-China trade war and Brexit. Optimism that Washington and Beijing will sign a preliminary

agreement to call a truce to their trade war was a factor behind

the Fed's decision to signal that further rate cuts are on hold,

highlighting the importance of trade talks to global monetary

policy. In the energy market, oil futures erased loses and rose on

Thursday after as a massive buildup in U.S. crude stock piles

triggered a decline in futures on Wednesday.

U.S. crude CLc1 erased loses and rose 0.18% to $55.16 a

barrel. Brent crude LCOc1 rose 0.36% to $60.83 per barrel.

U.S. Fed funds rate https://tmsnrt.rs/2owFPQF

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