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GLOBAL MARKETS-Shares stumble over Trump impeachment threat, China jibes sends

Published 25/09/2019, 10:16
© Reuters.  GLOBAL MARKETS-Shares stumble over Trump impeachment threat, China jibes sends
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* Push for Trump impeachment increases political risk

* European stocks tumble, U.S. futures point lower

* Oil falls on worries about global economy

* Brexit chaos deepens, pound weakens: https://tmsnrt.rs/2l2BqTR

By Karin Strohecker

LONDON, Sept 25 (Reuters) - World stocks fell to a two-week

low and risk assets dipped lower on Wednesday after U.S.

lawmakers called for an impeachment inquiry into President

Donald Trump, increasing the prospects of prolonged political

uncertainty.

The move by Democrats in the House of Representatives

exacerbated market anxieties running high over global recession

risks as well as the U.S.-China trade dispute.

Trump delivered a stinging rebuke to China's trade practices

in a speech on Tuesday, adding to the pressure after more

conciliatory tones in recent days. Adding to geopolitical tensions is uncertainty over the

outlook for Britain's Brexit chaos after the Supreme Court ruled

Prime Minister Boris Johnson had unlawfully suspended

parliament.

MSCI's global stock index .MIWD00000PUS dropped 0.4% in a

fourth straight day in the red - the longest losing streak since

the end of July rout.

European shares suffered broadly with the pan-European STOXX

600 .SXPP dropping 1.4% as technology stocks .SX8P lead the

losses. .EU France's CAC .FCHI tumbled 1.6% with

export-reliant Germany .GDAXI falling 1.3%.

"It is hard to imagine how long can the truce with China

remain on trade and that is adding to the general cautious

environment for stocks," said Neil Mellor at BNY Mellon in

London. "As soon as markets start worrying about trade, they

look at central banks for help but there is increasing pushback

from them too."

The downturn in Europe followed declines in Asia where

Tokyo's Nikkei .N225 suffered its largest loss in three weeks

while China .SSEC and Hong Kong .HSI dropped 1% or more.

Risk assets elsewhere also took a beating with China's

offshore yuan fell, while oil futures extended declines.

"Chinese shares were already exposed to downside risks.

Trump's comments likely increased those risks," said Kiyoshi

Ishigane, chief fund manager at Mitsubishi UFJ Kokusai Asset

Management Co in Tokyo. "There are worries about U.S. consumer

sentiment. There are also concerns that China's economic

slowdown hasn't stopped."

The downturn looked to continue in the United States, with

U.S. stock futures ESc1 indicating a 0.1% decline at open.

The impeachment inquiry push and disappointing U.S. economic

data had knocked Wall Street on Tuesday, sending the S&P 500

.SPX 0.84% lower, its biggest daily decline in a month.

The U.S. House of Representatives will launch a formal

impeachment inquiry over whether Trump sought help from the

Ukraine to smear former Vice President Joe Biden, a front-runner

for the 2020 Democratic presidential nomination. It is unlikely that the impeachment inquiry would lead to

Trump's removal from office. Even if the Democratic-controlled

House voted to impeach Trump, the Republican-majority Senate

would have to take the next step of removing him from office

after a trial. REMARKABLE

Markets have already been roiled by political disquiet in

Hong Kong to Britain to Italy and the Middle East.

"Although nothing seems that abnormal these days, yesterday

was pretty remarkable as two of the most powerful leaders in the

world faced serious misconduct/legal charges and accusations,"

said Deutsche Bank's Jim Reid.

The dollar index .DXY measuring the greenback against a

basket of six major currencies nudged 0.2% higher.

Sterling dropped 0.4% to $1.2445 GBP=D3 , reversing most of

its gains from Tuesday. Johnson vowed Britain would leave the EU

by an Oct. 31 deadline come what may but is facing reinvigorated

opposition to his plans after the Supreme Court ruled he had

unlawfully suspended parliament. Britain's FTSE index .FTSE

dropped 0.8%. "Predicting the ultimate outcome of Brexit remains

difficult," said Mark Haefele, Chief Investment Officer, UBS

Global Wealth Management. "As a result, the longer-term

risk-return outlook for UK equities looks uncertain. We still

advise being nimble on sterling."

Forex markets elsewhere were also in a risk risk-off mood,

with the Australian dollar AUD= and most emerging-market

currencies lower.

The move safe haven assets also saw euro zone government

bond yields edge lower, with 10-year benchmark euro zone

government bond yields down 1 to 2 bps on the day DE10YT=RR ,

FR10YT=RR , BE10YT=RR

The yield on benchmark 10-year Treasury notes US10YT=RR

rose to 1.6387%, while the two-year yield US2YT=RR stood at

1.6076%.

U.S. crude CLc1 dipped to $56.51 a barrel while Brent

crude LCOc1 eased to $62.12 per barrel - both down nearly 1

dollar. O/R

Asian countries top export items to China https://tmsnrt.rs/2NyAIcQ

GBP volatility https://tmsnrt.rs/2l2BqTR

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