GLOBAL MARKETS-Europe turns red as bulls run out of charge

Published 09/06/2020, 10:00
Updated 09/06/2020, 10:06
© Reuters.

* Rally runs out of steam in Europe, stocks down 0.5-1.5%
* MSCI ex-Japan had scored longest winning streak since
early 2018
* Oil and industrial prices drop as risk appetite dies

By Marc Jones
LONDON, June 9 (Reuters) - Stock market bulls were forced to
a halt on Tuesday and high-flying currencies like the euro and
Australian dollar lost altitude, as a weeks-long risk rally ran
into some turbulence.
It all seemed so sudden. Asian equities had scored their
ninth day of gains after landmark highs by Wall Street on Monday
.N , but Europe's big markets 0#.INDEXE opened with a 0.5% to
1.5% lurch into the red. .EU
The euro fell 0.3% EUR= in only its second drop in 11
days, bonds were back in favour, while another barb from China
in its spat with Canberra saw the Aussie dollar AUD=D3 drop a
1% having just set a 10-month top. /FRX
"It fells like the FX market is looking at the equity market
and thinking perhaps we should position for a correction," said
Societe Generale strategist Kit Juckes, referring to the recent
surge in global equity markets.
"It is going to depend on what the U.S. market does today as
we have the FOMC (U.S. Federal Reserve policy announcement)
to-morrow ...`but why wouldn't you buy some yen at this point'."
The optimism for equity markets came last week after U.S.
jobs data showed a surprise decline in the unemployment rate.
Wall Street indices surged, with the Nasdaq .IXIC closing at a
record level on Monday. .N
Global markets were mauled in March amid concern over both
the short- and longer-term damage to the world economy from the
coronavirus pandemic. But most indices are now back to
pre-COVID-19 levels.
MSCI's broadest index of Asia shares outside of Japan
.MIAPJ0000PUS advanced for a ninth straight session for its
longest winning streak since early 2018. The 49-country world
index is up nearly 45% from 4-year lows struck in mid-March.
.MIWD00000PUS
"The good news is that this shows central banks' effort to
stabilise the market have worked," said Tai Hui, chief Asia
market strategist at J.P. Morgan Asset Management.
Fears of renewed trade tensions between the United States
and China and the second-round impact from higher unemployment
and bankruptcies are hanging over the outlook, however.
In its latest Global Economic Prospects report on Monday,
the World Bank said advanced economies are expected to shrink
7.0% in 2020, while emerging-market economies will contract
2.5%, their first slump since aggregate data became available in
1960. On a per-capita gross domestic product basis, the global
contraction will be the deepest since 1945-46, when World War
Two spending dried up.
Tuesday's wobble in markets saw the safe-haven Japanese yen
head up 0.4% to 107.93, while the U.S. dollar's gains elsewhere
saw the greenback index make its best spurt since May 22.
The mood had shifted in commodity markets, too. Oil prices
LCOc1 slipped over 1% in London after Brent had hit its
highest in more than three months at $41 a barrel CLc1 . Gold
flipped higher as industrial metals copper, nickel and aluminum
all fell. MET/L

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Global assets http://tmsnrt.rs/2jvdmXl
Global currencies vs. dollar http://tmsnrt.rs/2egbfVh
Emerging markets http://tmsnrt.rs/2ihRugV
MSCI All Country Wolrd Index Market Cap http://tmsnrt.rs/2EmTD6j
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