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GLOBAL MARKETS-Dollar rises despite drop in yields; data, lockdowns weigh on stocks

Published 15/01/2021, 19:00
© Reuters.
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* Dollar index touches highest since Dec 21
* Oil falls on China, Europe lockdowns
* Currencies vs. U.S. dollar http://tmsnrt.rs/2egbfVh
* Global asset performance in 2021 http://tmsnrt.rs/2jvdmXl

(Updates throughout, changes dateline, previous LONDON)
By Rodrigo Campos
NEW YORK, Jan 15 (Reuters) - Stocks and oil prices fell on
Friday pressured by intensifying lockdowns and weak U.S. retail
sales data, while the dollar was on track to post its strongest
week in over two months.
U.S. bond yields and stocks had risen recently partly on the
back of expectations of the rollout of coronavirus vaccines and
on a massive stimulus plan by the incoming Democratic
administration. President-elect Joe Biden on Thursday unveiled a
$1.9 trillion fiscal plan.
But vaccinations have been slower to administer than
expected and the prospect of stricter lockdowns in France and
Germany, as well as a resurgence of COVID-19 cases in China,
weighed on market sentiment. "I feel that after all the optimism regarding vaccines, we
are now living the reality of a very slow rollout, which is
weighing heavily on business activity," said Juan Perez, senior
currency trader at Tempus Inc in Washington.
"Until we have more guarantees on the medical front, markets
will not continue to flourish despite whatever financial aid may
be on the way," Perez said.
The dollar gained alongside Treasury yields against the euro
and Sterling, while the yen was little changed.
Stocks fell but remained close to recent record highs, with
investors also digesting the prospect of rising taxes to pay for
the plan.
"Spending is easy to do but the question is how are you
going to pay for it? Markets often ignore politics but they
don't often ignore taxes," said Tim Ghriskey, chief investment
strategist at Inverness Counsel in New York.
The Dow Jones Industrial Average .DJI fell 113.15 points,
or 0.37%, to 30,878.37, the S&P 500 .SPX lost 20.37 points, or
0.54%, to 3,775.17 and the Nasdaq Composite .IXIC dropped
75.21 points, or 0.57%, to 13,037.43.
The pan-European STOXX 600 index .STOXX lost 1.01% and
MSCI's gauge of stocks across the globe .MIWD00000PUS shed
0.74%.
Emerging market stocks lost 0.92%. MSCI's broadest index of
Asia-Pacific shares outside Japan .MIAPJ0000PUS closed 0.67%
lower, while Japan's Nikkei .N225 lost 0.62%.
Yields were also pressured lower by a weaker than expected
reading in U.S. retail sales.
"This morning's disappointing retail sales figures
reinforced the idea that more stimulus will be needed," said Ian
Lyngen, head of U.S. rates strategy at BMO Capital Markets in
New York.
U.S. 10-year notes US10YT=RR last rose 11/32 in price to
yield 1.092%, from 1.129% late on Thursday. Despite the weekly
decline in the benchmark yield, it was set to close a second
week above 1%, a streak not seen since before the lockdowns took
hold.
Italian benchmark yields were set to post their largest
weekly advance since October. Prime Minister Giuseppe Conte
resisted calls to resign on Thursday after a junior coalition
party led by former premier Matteo Renzi pulled out of the
government on Wednesday and stripped it of its majority.
Oil prices fell sharply on concerns that demand would be
lower as COVID-19 continues to rage globally.
"The recent resurgence in coronavirus infections, appearance
of new variants, delayed vaccine rollouts and renewed lockdown
measures in most major OECD economies has clouded the economic
and demand recovery," said Stephen Brennock of oil broker PVM.
U.S. crude CLc1 recently fell 2.63% to $52.16 per barrel
and Brent LCOc1 was at $54.94, down 2.62% on the day.
The dollar index =USD rose 0.458%, with the euro EUR=
down 0.55% to $1.2089, while Sterling GBP= was last trading at
$1.3594, down 0.68% on the day.
The Japanese yen weakened 0.03% versus the greenback at
103.83 per dollar.
Spot gold XAU= dropped 0.9% to $1,829.65 an ounce. Silver
XAG= fell 3.14% to $24.73.
Bitcoin BTC=BTSP last fell 8.75% to $35,710.80.


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Global assets http://tmsnrt.rs/2jvdmXl
Global currencies vs. dollar http://tmsnrt.rs/2egbfVh
Emerging markets http://tmsnrt.rs/2ihRugV
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>

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