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GLOBAL MARKETS-China tariff cut buoys stocks as investors look beyond virus

Published 06/02/2020, 13:29
Updated 06/02/2020, 13:36
© Reuters.  GLOBAL MARKETS-China tariff cut buoys stocks as investors look beyond virus
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* European shares touch record high

* MSCI world index up 0.5%

* China will cut some U.S. import tariffs by half

* Record Wall Street highs lift mood

* Trade sensitive currencies up, bond yields down

* Graphic: World FX rates in 2020 http://tmsnrt.rs/2egbfVh

(Updates price, adds comment)

By Tom Wilson

LONDON, Feb 6 (Reuters) - Stock markets across the world

rose on Thursday, buoyed by record highs on Wall Street and a

move by China to halve tariffs on some U.S. goods that

emboldened bets that the global economy would avoid long-term

damage from the coronavirus.

Momentum from Wall Street spilled into European markets from

Asia, gathering pace as investors assessed prospects for help to

the global economy from government stimulus and looser central

bank policy.

Europe's STOXX 600 .STOXX index gained 0.5% to a record

high, with a swathe of strong earnings reports helping. Indexes

in Frankfurt .GDAXI , Paris .FCHI and London .FTSE all made

solid gains, rising between 0.3% and 0.6%.

Italy's biggest bank UniCredit CRDI.MI rose 5.5% after it

posted a lower-than-expected fourth-quarter net loss.

China said on Thursday it would halve tariffs on some U.S.

goods, which could help improve negotiating conditions for a

second phase of a trade accord after the two countries signed

off on an interim deal last month. The move, which came after China's central bank eased policy

last weekend, helped MSCI's broadest index of Asia-Pacific

shares outside Japan .MIAPJ0000PUS jumped 1.6%. Bluechip

Chinese shares gained 1.9% .CSI300 .

U.S. stock futures ESc1 rose 0.3%, while the MSCI world

equity index .MIWD00000PUS , which tracks shares in 49

countries, gained 0.4%.

Markets were already beginning to emerge from safe-haven

assets and bet on the virus being a short-term shock, even while

the human toll continues to grow.

"The market is looking through the near-term disruption to

activity and seeing potential for quite a sharp rebound later

this year on the back of even looser policy," said Tim Drayson,

head of economics at Legal & General Investment Management.

Evidence of appetite for riskier bets was apparent in

currencies, where China's onshore yuan CNY=CFXS climbed 0.1%

to its strongest level since Jan. 23 after the tariff cuts were

announced. The Australian dollar AUD=D3 also gained.

The safe haven Japanese yen slipped to a two-week low

against the dollar JPY= .

Bond yields also rose. The 10-year U.S. Treasuries yield

climbed to 1.672% US10YT=RR from a five-month low touched on

Friday. Euro zone bond yields told a similar story, with German

bund yields DE10YT=RR climbing to their highest in almost two

weeks.

Investors said that reflationary policies were supporting

equity markets.

"Over the last few weeks, central banks came in and said

they are ready to support the market whenever there is a

weakness," said Didier Anthamatten, a portfolio manager at

Unigestion. "Equity investors are basking in the ocean of

liquidity."

"SHORT-TERM SLUMP"?

Another 73 people on the Chinese mainland died on Wednesday

from the virus, the highest daily increase so far, bringing the

total death toll to 563, the country's health authority said on

Thursday. Statistics from China indicate that about 2% of people

infected with the new virus have died, suggesting it may be

deadlier than seasonal flu but less deadly than SARS, another

reason that investors remain relatively calm. Traders also cited vague rumours of a possible vaccine for

the coronavirus as a trigger for Wednesday's stock rally, even

though the World Health Organization has played down media

reports of "breakthrough" drugs. "The coronavirus is continuing to spread so we need to

remain cautious. But markets now appear to think that there will

be a quick economic recovery after a short-term slump," said

Masahiro Ichikawa, senior strategist at Sumitomo Mitsui DS Asset

Management.

On Wall Street, the S&P 500 .SPX and Nasdaq .IXIC had

both reached record highs after jobs and service sector

indicators suggested the economy could continue to grow this

year even as consumer spending slows. Elsewhere, major currencies were largely quiet. The euro

stood flat at $1.0996 EUR= , while the dollar against a basket

of six major currencies .DXY slipped a fraction to 98.262.

Oil futures rose for a second day, boosted by potential

OPEC+ action to counter faltering demand after the coronavirus

outbreak and optimism on better prospects for U.S.-China trade

tensions .

Brent LCOC1 rose by 11 cents, or %0.2, to $55.38 a barrel

by late morning, having risen 2.4% in the last session. It is

down about 15% so far this year.

Copper, considered a good gauge on the health of the global

economy because of its wide industrial use, stablised somewhat

despite remaining on the back foot.

Shanghai copper SCFc1 extended its rebound into the third

day, rising 1.4% from 33-month low hit earlier this week.

For Reuters Live Markets blog on European and UK stock

markets, please click on: LIVE/

Daily cumulative cases of coronavirus JPG https://tmsnrt.rs/2Rgj92F

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