GLOBAL MARKETS-Stimulus hope, virus containment steps fuel renewed equity surge

Published 05/02/2020, 12:34
Updated 05/02/2020, 12:36
© Reuters.  GLOBAL MARKETS-Stimulus hope, virus containment steps fuel renewed equity surge

* Financial markets trying to shake off virus woes

* Equities draw investors on hopes for more China stimulus

* Oil markets worried about demand disruptions

(Updates prices, adds charts, detail)

By Sujata Rao

LONDON, Feb 5 (Reuters) - Expectations of more central bank

stimulus lifted world stocks to their highest in more than a

week on Wednesday, helping investors look past a mounting

coronavirus death toll and policymakers' concerns for the

disease's economic impact.

Stringent containment measures, alongside the billions of

dollars pumped in by Chinese authorities, boosted mainland China

indexes more than 1% .SSEC .CSI300 . The bourses have already

clawed back half the $700 billion market cap wiped out during

Monday's selloff.

Click here https://tmsnrt.rs/2GK6YVK for an interactive

coronavirus chart.

A pan-European equity index and Wall Street futures were up

1%, reversing early losses .STOXX ESc1 NQc1 YMc1 .

MSCI's global benchmark rose 0.3% .MIWD00000PUS .

Traders attributed the turnaround also to a Chinese TV

report saying a Zhejiang University team had found some drugs

that could inhibit the coronavirus in vitro cell experiments.

Reuters has not confirmed the veracity of the report.

"Traders have taken the view that the situation is now more

likely to be under control and hopefully the spread of the

health crisis will be stemmed," said David Madden, market

analysts at CMC Markets.

The report and the stimulus expectations offset at least

partly the news that the virus's death toll had killed 500 and

sickened 25,000. Data also showed euro zone and UK business activity

accelerated last month, though the figures were mostly collected

before the coronavirus spread much beyond China.

The concerns for economic growth were reflected in signals

from the Bank of Japan and the Monetary Authority of Singapore

that they were ready to ease policy. BOJ Deputy Governor

Masazumi Wakatabe pledged not to rule out any option, including

lowering already-negative interest rates. The Singapore dollar hit a near-four-month low after

authorities said the currency had room to weaken to offset the

virus impact. Markets responded by pricing in policy easing at

the April meeting SGD=D3 .

China (PBOC) is also likely to lower its key rate on Feb.

20, sources told Reuters. while Thailand

unexpectedly cut interest rates.

"Clearly... all the central banks are ready to act if

necessary," said Justin Onuekwusi, a portfolio manager at Legal

& General Investment Management.

"Lessons from the (2003) SARS outbreak also show the shock

to the real economy tends to be temporary and markets do recover

very quickly from such outbreaks."

The treatment breakthrough reported also boosted the

Australian dollar 0.4% to a one-week high while the Swedish and

Norwegian currencies also strengthened.

Brent crude also bounced 2.5% LCOc1 , after losing 16%

since Jan. 21. It was supported too by expectations OPEC and its

allies would cut output to offset lower demand On bond markets, 10-year Treasury yields US10YT=RR rose

three basis points to 1.63% while equivalent German yields rose

4 bps to a one-week high DE10YT-RR .

Comparing outbreaks interactive https://tmsnrt.rs/2GK6YVK

World stocks https://tmsnrt.rs/2v3a2ts

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