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GLOBAL MARKETS-"Moving right along"? Shares nudge up after Trump trade talk

Published 06/12/2019, 10:10
Updated 06/12/2019, 10:18
© Reuters.  GLOBAL MARKETS-"Moving right along"? Shares nudge up after Trump trade talk
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* Euro STOXX 600 up 0.3%

* Asia-Pacific shares gain 0.6%

* Trump says trade talks "moving right along"

* Dec. 15 deadline for new U.S. tariffs looms

* Graphic: World FX rates in 2019 http://tmsnrt.rs/2egbfVh

By Tom Wilson

LONDON, Dec 6 (Reuters) - World shares ticked up on Friday,

buoyed by comments from U.S. President Donald Trump that talks

aimed at dialling down the damaging trade war with China were

"moving right along".

Trump's relatively upbeat tone in comments on Thursday was

enough to encourage riskier bets by investors, despite a lack of

agreement over whether existing tariffs should be dropped as

part of an initial deal to ease the long standoff. European shares, including the broader Euro STOXX 600

.STOXX gained 0.3% in early trade, with indexes in Frankfurt

.GDAXI and Paris .FCHI up by similar amounts.

The cautiously buoyant mood mirrored an appetite for riskier

bets in Asia, where MSCI's broadest index of Asia-Pacific shares

outside Japan .MIAPJ0000PUS was up 0.5%.

The MSCI world equity index .MIWD00000PUS , which tracks

shares in 47 countries, added 0.2% to 554.91 points, not far off

a record high of 550.63 hit last January but still on track for

a weekly fall.

Investors were hoping the two sides can reach a compromise

to at least avoid their worst fear: that the United States goes

ahead with its final batch of tariffs on about $156 billion of

Chinese exports, due to take effect on Dec. 15.

Trump's remarks came after Chinese officials reiterated

demands that some U.S. tariffs be rolled back if the sides are

to reach a so-called phase one deal.

Markets had expected the sides to seal the initial deal in

November. Instead, investors are nervously watching the

approaching deadline for the new U.S. levies.

"The difficulty with this is it's very difficult to time and

to trade," said Jeremy Gatto, a multi-asset investment manager

at Unigestion. "We are relatively favourable towards riskier

assets in general - but with hedges."

Gatto said those hedges include currencies such as the U.S.

dollar, Japanese yen and Australian dollar, as well as options.

Investors have already taken precautions against a possible

slide in stocks by buying put options, with demand for "put"

options to hedge exposure to the S&P500 .SPX index climbing in

recent days.

In one sign of detente, China said it would waive import

tariffs imposed last year on some U.S. soybean and pork

shipments. Beijing is rushing to source more meat to fill a gap

in protein supplies. China stocks posted their biggest weekly advance in nearly

two months, with the blue-chips .CSI300 up 0.6%. Investors were looking out for U.S. jobs data, due out at

1330 GMT. The non-farm payrolls report is expected to show

180,000 new jobs were created in November, up from 128,000 a

month earlier.

Signs of buoyancy in the labour market would soothe anxiety

over the impact of the trade war.

"Markets are in consolidation phase," said Salman Ahmed,

chief investment strategist at Lombard Odier. "It's wait and

watch for first, how does the non-farm payrolls look and, more

importantly, the Dec. 15 tariff deadline."

In other economic data, German industrial output fell

unexpectedly in October, pointing to persistent weakness in the

backbone of the economy. Berlin said, however, that new orders

and business expectations suggest output may stabilise.

While markets have largely priced in the view that the world

economy has dodged the bullet of recession, there are still

signs of fragility in many major economies.

OIL SKIDS

Oil lost ground as investors awaited a meeting of OPEC and

its allies later on Friday, which is expected to formally agree

to more output curbs in early 2020.

Details of the agreement and how the cuts will be

distributed among producers still need to be ratified at a

meeting of OPEC and non-OPEC nations, otherwise known as OPEC+,

in Vienna. Brent crude LCOc1 futures were flat at $63.46 a barrel

after earlier gaining ground.

The agreement coincided with the initial public offering of

state oil firm Saudi Aramco, which was priced at the top of its

range and raised $25.6 billion in the world's biggest IPO.

In currencies, the British pound GBP=D3 stepped back some

0.2%. Sterling spiked to a seven-month high of $1.3166 on

Thursday on bets that next week's election will give the

Conservative party the majority it needs to deliver Brexit,

ending near-term uncertainty. The pound last stood at $1.313. It hit 2-1/2-year highs

versus the euro EURGBP= .

Against a basket of currencies .DXY the dollar has dropped

every day this week, falling to a one-month low of 97.356 on

Thursday. The index was last down a smidgeon at 97.370 and has

lost nearly 1% this week.

For Reuters Live Markets blog on European and UK stock

markets, please click on: LIVE/

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