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GLOBAL MARKETS-Coronavirus shock, oil price plunge pummel world stocks

Published 09/03/2020, 16:57
Updated 09/03/2020, 17:00
© Reuters.  GLOBAL MARKETS-Coronavirus shock, oil price plunge pummel world stocks
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* Oil falls more than 30% as Saudi Arabia cuts prices

* Energy firms suffer double-digit share price drops

* Pan-Europe stocks enter bear market

* Fed funds fully price for 75 bps cut in March

* 30-year Treasury yields drop below 1%, drag dollar down

* U.S. crude vs energy sector ETFs: https://tmsnrt.rs/2TPLlcD

By Herbert Lash and Karin Strohecker

NEW YORK/LONDON, March 9 (Reuters) - Global stock markets

plunged on Monday and crude oil prices tumbled by as much as a

third after Saudi Arabia launched a price war with Russia,

sending investors already spooked by the coronavirus outbreak

fleeing for the safety of bonds and the Japanese yen.

European stocks suffered hefty losses and a 7% slide in the

S&P 500 at the open on Wall Street triggered a circuit-breaker

put in place after the financial crisis a decade ago, halting

U.S. stock trading for 15 minutes.

The 10-year U.S. Treasury note's yield slid as low as 0.318%

- a level unthinkable just a week ago - as investors rushed to

cut risk assets and snap up safe-havens.

The rout's depth, sparked after Saudi Arabia stunned markets

with plans to hike oil production sharply following the collapse

of The Organization of the Petroleum Exporting Countries'

supply-cut agreement with Russia, unnerved investors.

"The oil price plunge adds a huge disruptive dynamic to

markets that are already very fragile," said Paul O'Connor, head

of multi-asset at Janus Henderson.

"We are seeing this week, finally, a full-scale liquidation

and signs of capitulation, full-scale panic - we see this in

every asset," O'Connor said.

Jim Vogel, interest rate strategist at FHN Financial in

Memphis, Tennessee, said that "nobody thought that Saudi Arabia

would start a price war. Suddenly you have to re-evaluate what

else could impact this."

Saudi Arabia's grab for market share was reminiscent of a

drive in 2014 that sent prices down by about two-thirds, while

the renewed plunge on Wall Street came exactly 11 years after

U.S. stocks touched bottom during the financial crisis. O/R

Brent LCOc1 and U.S. crude CLc1 futures slid $14 a

barrel to as low as $31.02 and $27.34 in volatile trade.

Both crude benchmarks recouped some losses but were still

off almost 20% - on track for their biggest daily fall since

1991, the start of the first Gulf War. O/R

The Dow Jones Industrial Average .DJI fell 1,280.4 points,

or 4.95 percent, to 24,584.38. The S&P 500 .SPX lost 143.44

points, or 4.83 percent, to 2,828.93 and the Nasdaq Composite

.IXIC dropped 372.11 points, or 4.34 percent, to 8,203.51.

Equity markets in Frankfurt .GDAXI and Paris .FCHI

tumbled about 8.5% and London .FTSE tanked 12%. Italy's main

index .FTMIB slumped almost 15% after the government over the

weekend ordered a lockdown of large parts of the north of the

country, including the financial capital, Milan.

The pan-regional STOXX 600 .STOXX fell into bear market

territory - a drop of more than 20% - from an all-time high in

February. Oil stocks sank, with Premier Oil PMO.L down 54% and

energy giant BP BP.L 20% lower. The losses in Europe followed sharp declines in Asia. MSCI's

broadest index of Asia-Pacific shares ex-Japan .MIAPJ0000PUS

lost 4.4% in its worst day since August 2015 and Japan's Nikkei

.N225 dropped 5.1%. Australia's commodity-heavy market .AXJO

closed down 7.3%, its biggest daily fall since the 2008 global

financial crisis.

'DO SOMETHING!'

Investors piled into safe-haven debt, driving the 30-year

U.S. Treasury yield US30YT=RR below 1% on bets that the

Federal Reserve will cut interest rates by at least 75 basis

points when policy-makers meet next week.

The Fed last week cut rates by half a percentage point after

an emergency meeting.

Katie Nixon, chief investment officer at Northern Trust

Wealth Management in Chicago, said people know the turbulence

will pass as in past crises and that ultimately, markets

recover, but emotions can overcome rational behavior.

"Our hearts, however, tell us to, 'Do something!' The sense

of market chaos feeds into our most damaging behavioral biases,"

Nixon said in a note to high net-worth clients.

The number of people worldwide infected with the coronavirus

rose above 110,000, and 3,800 have died from the virus.

There were mounting worries that U.S. oil producers carrying

a lot of debt would be made uneconomic by the price drop.

The mood was also hit by North Korea's firing three

projectiles off its eastern coast. BONANZA

The European Central Bank meets on Thursday and will be

under intense pressure to act, but rates are already deeply

negative. The 10-year Bund yield DE10YT=RR - the euro zone's leading

safe asset - fell to a record low of -0.863%, while inflation

expectations for the euro zone sank below 1% for the first time.

Data suggested the global economy toppled into recession

this quarter. Figures from China over the weekend showed exports

fell 17.2% in January-February from a year earlier. The fall in U.S. yields and Fed rate expectations pushed

the dollar to its largest weekly loss in four years before it

recovered some ground. =USD . USD/

The dollar extended its slide to 101.20 yen JPY= , depths

not seen since late 2016. It was last down nearly 3% at 102.34.

The euro shot to the highest in over 13 months at $1.1492

EUR= and was last at $1.1431.

Gold initially cleared $1,700 per ounce XAU= to a

seven-year peak, only to fall back to $1,669.02 amid talk some

investors were selling to raise cash to cover margin calls in

stocks. GOL/

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

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

US crude price vs energy sector ETF https://tmsnrt.rs/2TPLlcD

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