GLOBAL MARKETS-Asian stocks ride Wall St wave to 18-month peak, pound slips

Published 17/12/2019, 07:38
© Reuters.
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* Trade deal sends stocks higher, but details awaited

* Asia ex-Japan index at highest since June 2018

* Pound slips as hard Brexit fears re-emerge

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

By Tom Westbrook

SYDNEY, Dec 17 (Reuters) - Santa came early to Asia's stock

markets on Tuesday as trade deal optimism, positive economic

signals in China and Wall Street's rally sent shares to an

18-month high, while familiar Brexit worries knocked sterling.

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

.MIAPJ0000PUS rose 1% to its highest since June 2018. Japan's

Nikkei .N225 touched its firmest in more than year, while

markets from Shanghai .CSI300 to Seoul .KS11 and Hong Kong

.HSI all rose by more than a percentage point.

Oil hovered near three-month highs in anticipation of

growing demand from the world's biggest economies. O/R

Yet with no fresh news on the trade front, the euphoria did

not extend into the debt or currency markets, where movements

were slight.

Futures also pointed to a flat open in Europe and a steady

start to Tuesday in New York. FDXc1 ESc1 FTSE futures

FFIc1 were down 0.3%.

"People are looking to close the year on a good note," said

Vishnu Varathan, head of economics and strategy at Mizuho Bank

in Singapore.

"I think that these are far more opportunistic than they are

conviction trades, so they tend to be a little bit more prone to

taking profits," he added.

The preliminary deal between Washington and Beijing reached

last week will double U.S. exports to China, White House adviser

Larry Kudlow told Fox News on Monday.

The United States will also reduce some tariffs on Chinese

goods under the agreement. It is not yet signed, and the Chinese side have been more

circumspect in their praise, but U.S. Trade Representative

Robert Lighthizer said over the weekend it is "totally done". At

the same time, Monday data showed growth in China's industrial

and retail sectors beat expectations in November. The three major U.S. stock indexes rose modestly, but posted

record closing highs. So did the pan-European STOXX 600 index

.STOXX . .N .EU

In Britain, the FTSE 100 .FTSE had its biggest daily gain

in almost a year. But after the closing bell some familiar fears

returned. ITV reported Prime Minister Boris Johnson would use his huge

majority to reinstate a hard deadline for quitting the European

Union at the end of next year, again raising the spectre of a

chaotic "hard" Brexit. Sterling GBP= fell 0.6%, before recovering slightly.

WHAT'S ACTUALLY IN IT?

Elsewhere currency markets were more pensive in the absence

of many of the fine details of the trade deal. The U.S dollar

recouped some of Monday's losses, though moves were modest.

The yield on benchmark 10-year U.S. Treasuries US10YT=RR

bounced a little overnight, but drifted lower in Asian trade to

1.8644%.

"Well, yeah, they've agreed a 'phase one' deal, but what's

actually in it?" said Westpac analyst Imre Speizer.

"Equity markets just want to rally, so they'll pick on

anything that seems remotely positive, but the other markets are

maybe a little more thoughtful about exactly what's going on."

Several Chinese officials told Reuters the wording of the

agreement remained a delicate issue and care was needed to

ensure expressions used in text did not re-escalate tensions.

Still, trade optimism kept the Chinese yuan on the strong

side of 7 per dollar CNH= .

The Australian dollar AUD=D3 drifted lower as minutes of

the central bank's December policy meeting showed it was open to

monetary easing in February if the outlook deteriorated.

Brent crude LCOc1 held steady at $65.32 per barrel, after

climbing on Monday. Spot gold XAU= was flat at $1,475.26 per

ounce.

"As long as volatility remains low, momentum is probably

continuing, despite the amazing year to date gains," said Kay

Van-Petersen, global macro strategist at Saxo Capital Markets in

Singapore. "The risk is that nobody thinks that there's anything

left for the year, they're all thinking 2020."

(Editing by Lincoln Feast and Jacqueline Wong)

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