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GLOBAL MARKETS-Dow enters bear market territory on coronavirus uncertainty as WHO declares pandemic

Published 11/03/2020, 21:57
Updated 11/03/2020, 22:00
© Reuters.  GLOBAL MARKETS-Dow enters bear market territory on coronavirus uncertainty as WHO declares pandemic
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(New throughout, updates prices and market activity to U.S.

close)

* U.S. stocks slide almost 5%, halting Tuesday's rally

* BoE announces surprise 50 bps cut to tackle coronavirus

shock

* Oil falls after Saudi Aramco (SE:2222) announces more production

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

By Herbert Lash

NEW YORK, March 11 (Reuters) - The dollar weakened and the

Dow Jones industrials entered bear market territory on Wednesday

on mounting worries about the global economy after world health

officials declared a coronavirus pandemic and Reuters reported a

White House gag order on top-level U.S. meetings on the

outbreak.

Risk assets tumbled throughout the day, erasing more value

from global stock markets that had already lost $8.1 trillion by

Tuesday. Losses accelerated late in the session as the number of

coronavirus cases increased and the United States weighed limits

on travelers from Europe. The World Health Organization's decision to label the

outbreak a pandemic came as Britain and Italy announced

multi-billion-dollar war chests to fight the disease.

Already skittish investors awaiting details on U.S. measures

were unnerved by news that the White House ordered federal

health officials to treat dozens of virus-related meetings as

classified. Government experts were among people without security

clearance who were excluded from interagency meetings that

restricted information and hampered the U.S. response to the

contagion, four Trump administration officials told Reuters.

The WHO pandemic classification added to uncertainty in the

market about the global economy. For the first time since the

2008 financial crisis, the Dow entered bear market territory,

defined as a 20% decline from a recent peak. The S&P 500 and

Nasdaq composite slid almost 6% at one point, also entering bear

territory on an intraday basis although those losses were pared.

Kim Forrest, chief investment officer at Bokeh Capital

Partners in Pittsburgh, said the classification pushed investors

over the edge.

"We woke up really worried about it. There's a wider spread,

the numbers are growing," she said. "I don't think anyone at

this point knows the real scope of this."

Emotions drove the sell-off amid a negative backdrop of

another emergency rate cut by a major central bank, the Bank of

England, said Sal Arnuk, partner and co-founder of Themis

Trading in Chatham, New Jersey. He said sentiment soured further

on news the White House has classified coronavirus meeting

information.

"If you feel the need to embargo information, a lot of

people don't like that, because that makes you think they're

concerned that the numbers are getting increasingly worse, so

bad that they feel they need to shield the American public from

that information," Arnuk said.

The Dow Jones Industrial Average .DJI fell 1,464.94

points, or 5.86%, to 23,553.22. The S&P 500 .SPX lost 140.85

points, or 4.89%, to 2,741.38 and the Nasdaq Composite .IXIC

dropped 392.20 points, or 4.7%, to 7,952.05.

Earlier in Europe, Tuesday's strong stock rally petered out.

The BofE rate cut had investors pondering how much monetary and

fiscal stimulus can dampen the epidemic's economic toll.

A gauge of long-term euro zone inflation expectations

dropped to another record low. Analysts said this suggested

investors were positioning for deflation risks. Britain announced a $39 billion war chest to soften the

impact of the coronavirus while Italy, the hardest hit country

outside of China, said it might further tighten already

draconian curbs.

European shares closed at a 14-month low as the benchmark

STOXX 600 .STOXX closed down 0.7%. MSCI's gauge of stocks

across the globe .MIWD00000PUS shed 3.64%, close to bear

territory.

Yields on U.S. Treasury debt rose in choppy trading despite

the heavy stock losses. The benchmark 10-year note US10YT=RR

yielded 0.8313%.

The escalating coronavirus outbreak also has given the

Federal Reserve a tough mission of trying to judge its potential

economic impact in the absence of reliable data. Economic stimulus will take time, while in the interim the

virus will spread further and more businesses suspend their

financial guidance, said Peter Tuz, president of Chase

Investment Counsel in Charlottesville, Virginia.

Uncertainty has ramped up with no sign of abating, he said.

"The volatility due to the virus and the response to the

virus is at very severe levels. I don't see it really calming

down until our arms are around the number of people who are

affected in the U.S.," he said.

More than 121,500 people have been infected globally and

4,383 have died, according to a Reuters tally of government

announcements. The dollar resumed its decline against the safe-haven

Japanese yen and Swiss franc and gold rebounded, but was well

off the $1,700 level it briefly hit Monday.

Sterling initially fell as much as 0.4% against the dollar

and 1.2% against the euro after the BoE cut its benchmark rate

by 50 basis points, to 0.25%.

The Japanese yen strengthened 1.00% versus the greenback at

104.61 per dollar.

Benchmark U.S. 10-year Treasury yields US10T=RR rose 5

basis points to yield 0.804%, more than double Monday's record

low yield of 0.3180%.0.8711

German government bond yields rose DE10YT=RR after the BoE

cut supported sentiment, while Italian yields IT10YT=RR --

which had shot up on worries the country with Europe's worst

outbreak of the virus is sliding into a recession -- tumbled as

much as 20 basis points as bets grew on ECB stimulus.

Oil prices fell about 4%, sinking into the close of trading

on renewed weakness in the stock market and as Saudi Arabia and

the United Arab Emirates announced plans to escalate the

burgeoning price war.

Brent crude LCOc1 fell $1.43 to $35.79 a barrel, while

U.S. West Texas Intermediate (WTI) crude CLc1 fell $1.38 to

settle at $32.98 a barrel.

Markets hit hard by coronavirus worries https://tmsnrt.rs/3cm1zTi

Volatility is back on Wall Street https://tmsnrt.rs/2TGkMaX

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