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GLOBAL MARKETS-Dollar tramples yen and everything else in its path

Published 20/02/2020, 10:49
© Reuters.  GLOBAL MARKETS-Dollar tramples yen and everything else in its path
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* Dollar bulldozes through currency markets, yen at 10-month

* China rate cut done, market focus returns to virus spread

* Virus cases in South Korea, deaths in Japan drive stocks

lower

* Asian currencies sold against U.S. dollar

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

By Marc Jones

LONDON, Feb 20 (Reuters) - The dollar trampled everything in

its path on Thursday after a steep and sudden slide in the

Japanese yen called into question its safe haven status and

others from the euro to the Australian dollar were all knocked

over.

The dollar has surged almost 2% since Tuesday against the

yen, reaching its highest in almost 10 months, and climbed to

near three-year highs against the euro.

Its DXY index .DXY against the world's most traded

currencies, which is up 3.6%, rose overnight to its highest

since May 2017. It also gained to its best levels of the year

against China's offshore yuan and MSCI's index of emerging-

market currencies.

A host of reasons were cited for the move, among them the

outperformance of U.S. economic and earnings numbers and worries

over the threat of recessions in Japan and the euro zone.

"I think this has really brought into focus the role the

dollar is playing as a safe haven," said Rabobank senior

currency strategist Jane Foley. Japan's proximity to China's

coronavirus problems and recent poor economic data there had

also turned markets off the yen, she said.

China had reported a drop in new virus cases and announced

an interest rate cut to buttress its economy. But

South Korea recorded an increase in new case, Japan reported two

deaths, and researchers said the pathogen seemed to spread more

easily than previously believed.

European stock markets opened little changed. London

.FTSE , Frankfurt .GDAXI and Paris .FCHI markets were flat

to 0.3% lower after the first hour of trading. .EU

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

.MIAPJ0000PUS slipped 0.3%, led by drops on Hong Kong's Hang

Seng .HSI and South Korea's KOSPI .KS11 . Wall Street futures

for the S&P 500 ESc1 were lower.

DOLLAR BULLS

The yen had been undermined by a run of weak data this week,

but traders were unnerved when it blew past a support level at

110.30 per dollar.

It dropped nearly 1.4% against the dollar JPY= , its

sharpest fall in six months, and 2% against the Norwegian krone

- its sharpest daily drop in almost three years NOKJPY=R .

The euro slipped 0.1% lower to $1.079 EUR= . Its 3.7%

plunge since the start of the year is its worst start to a year

since 2015.

"Nearness to China and dependence on China have not helped

the yen as a risk-off. We have seen the yen and gold diverging

for a while and this may not be the end of it," said Shafali

Sachdev, head of FX in Asia at BNP Paribas Wealth Management.

"The kind of classic correlations between U.S. yields and

the yen, those have been kind of breaking down ... we need to

see past this virus situation to see whether the yen will regain

its safe-haven status."

The skittish mood had investors dumping Asian currencies.

The Singapore dollar SGD=D3 dropped to an almost three-year

low and the Korean won KRW= weakened past 1,200 to the dollar.

The Australian dollar AUD=D3 fell 0.6% to an 11-year low

of $0.6633 after a surprise rise in unemployment. AUD/

Bonds were slightly firmer, oil prices held overnight gains

that lifted Brent to near $60 a barrel O/R and gold remained

around $1,609 per ounce XAU= .

"Markets have taken a step back because the authorities

won't do any major stimulus until they are completely sure the

virus has stopped" said Sean Darby, global equity strategist at

Jefferies in Hong Kong.

"There's no point in doing it when people are sitting at

home. They can't even spend the money or use it."

Dollar surge since start of year https://tmsnrt.rs/37FbYG5

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