GLOBAL MARKETS-Shares slip as U.S. political concerns temper trade optimism

Published 27/09/2019, 09:47
Updated 27/09/2019, 09:50
© Reuters.  GLOBAL MARKETS-Shares slip as U.S. political concerns temper trade optimism

* MSCI's world equity index down 0.1%

* Trump impeachment talk adds to geopolitical risk

* U.S.-China trade optimism boosts Europe

* Investors see major deal in October unlikely

* Dollar flat, euro at more than 2-year lows

* Wall Street futures gauges ESc1 up around 0.2%.

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

By Tom Wilson

LONDON, Sept 27 (Reuters) - World share markets dipped on

Friday, with concerns about U.S. political developments after a

whistleblower complaint against President Donald Trump denting

optimism about an easing of U.S.-China trade tensions.

MSCI's world equity index .MIWD00000PUS , which tracks

shares in 47 countries, fell 0.1% and was heading towards its

worst weekly performance since mid-August.

Asia-Pacific shares outside Japan .MIAPJ0000PUS earlier

shed 0.2%, though Europe's STOXX 600 index .STOXX fared

better, gaining 0.4% on hopes of a quick resolution to the trade

A whistleblower report released on Thursday said Trump

abused his office in trying to solicit Ukraine's interference in

the 2020 U.S. election for his political benefit, and that the

White House tried to "lock down" evidence about that conduct.

The report came after the Speaker of the U.S. House of

Representatives Nancy Pelosi this week launched an impeachment

inquiry into Trump, who has denied wrongdoing.

"What we are waiting to see is how this might impact the

U.S.-China trade negotiations," said Hugh Gimber, global market

strategist at J.P. Morgan Asset Management.

"It's that combination this week of weakening economic data

and rising political uncertainty that has caused some tricky

periods in markets."

Wall Street futures ESc1 NQcv1 were up between 0.1-0.2%.

The dollar index .DXY measuring it against a basket of

currencies was up 0.1% near a three-week high of 99.146, and on

track for its best week in a month.

Balancing worries over the ramifications of any possible

impeachment of Trump was an apparent easing of trade tensions

between Washington and Beijing.

China's top diplomat said on Thursday that China was willing

to buy more U.S. products and that trade talks would yield

results. Those comments fuelled the positive mood after Trump on

Wednesday praised the Chinese purchases, saying a trade deal

could come sooner than people thought.

European shares reacted well to those signals, also getting

a boost from moves in currency markets. London stocks

added 0.9%, buoyed by a weaker pound after a central bank

policymaker hinted at a cut in UK interest rates.

The euro EUR=EBS was pinned at its lowest level since May

2017, further helping export-oriented European stocks.

The trade war has upset financial markets and disrupted

global supply chains as the world's two largest economies heap

hundreds of billions of dollars in tariffs on each other's

products.

SCEPTICISM ON MAJOR DEAL

The two sides are prepping for another round of trade talks

scheduled for Oct. 10 and 11 in Washington, but investors voiced

scepticism at prospects of a major breakthrough then.

"There is still a huge gulf," said Eoin Murray, head of

investment at Hermes Investment Management, adding that

prospects for a deal had receded from earlier in the year.

"Around April, May time, the main sticking point was the

enforcement mechanism - but we have retreated miles from that at

this point."

Tech remains a sticking point, with reports on Thursday that

the United States is unlikely to allow American firms to supply

China's Huawei Technologies HWT.UL undermining hopes of a

broad bilateral deal. Underlining market sensitivity, European chipmakers Infineon

IFXGn.DE and Siltronic WAFGn.DE both fell around 1.5%,

mirroring losses for Asian chip-related shares Samsung

Electronics 005930.KS and SK Hynix 000660.KS .

Major Huawei supplier Micron Technology MU.O had fallen 7%

in after-hours trade after it forecast first-quarter profit

below Wall Street targets.

"Technology is at the heart of the confrontations between

the U.S. and China," said Hiroshi Watanabe, economist at Sony

Financial Holdings.

In commodity markets, oil prices fell as concerns of slowing

global demand growth and a faster-than-expected recovery in

Saudi crude oil output eased worries over potential major supply

disruptions.

Brent crude LCOc1 futures fell 27 cents, or 0.4%, to

$62.47 a barrel.

For Reuters Live Markets blog on European and UK stock

markets, please click on: LIVE/

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