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GLOBAL MARKETS-Stocks bask in "very good" trade talks, Brexit deal hopes

Published 11/10/2019, 12:24
Updated 11/10/2019, 12:30
GLOBAL MARKETS-Stocks bask in "very good" trade talks, Brexit deal hopes
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* MSCI world equity index up 0.5%

* Wall Street futures up 1%

* Pound pinballs on Tusk Brexit comments

* U.S.-China negotiations "very, very good" - Trump

* Oil soars after explosion on Iranian oil tanker

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

(Updates prices throughout, adds details of sterling)

By Tom Wilson

LONDON, Oct 11 (Reuters) - World shares on Friday basked in

optimism over signs of a detente in the U.S.-China trade war and

hopes that Britain was moving closer to a smooth exit from the

European Union.

The MSCI world equity index .MIWD00000PUS , which tracks

shares in 47 countries, gained 0.5% to head towards its first

weekly rise in four weeks. European shares led the charge, with

the broad Euro STOXX 600 .STOXX jumping 1.1% and heading

towards its strongest day since late August.

Frankfurt's main index .GDAXI , seen as sensitive to the

trade war because of its export-oriented stocks, jumped 1.7% and

was on course for its biggest daily gain since June.

A rally in Asian shares had earlier set the positive tone,

with an index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS climbing 1.4%. And the positive mood was set to

spread to Wall Street, too, where futures gauges EScv1 NQcv1

added about 1%.

The improvement in hunger for riskier bets came after U.S.

President Donald Trump on Thursday called the first day of trade

talks with China in over two months "very, very good."

The talks between U.S. and Chinese negotiators fed hopes

that the two sides could dial down the 15-month trade war that

has upset financial markets and supply chains across the world,

and delay a U.S. tariff hike scheduled for next week.

Trump reiterated plans to meet China's Vice Premier Liu He

on Friday at the White House.

Expectations of progress on Thursday had pushed up U.S.

markets, with Wall Street .DJI .SPX gaining around 0.6%.

Yet investors said markets were hoping for, at best, a deal

limited in scope, and they noted that sunny rhetoric had in the

past failed to translate into more meaningful moves.

"I would caution that we have been here before, where we

have seen positive talk," said Mike Bell, global market

strategist at J.P. Morgan Asset Management.

"It's possible they will be able to do a smaller deal around

tariffs, where there is some room for movement."

Hopes of progress in the trade war buoyed riskier currencies

and pinned down the dollar. The Chinese yuan CNY= traded at

7.0932 per dollar, its strongest since Sept. 23.

Against a basket of currencies the greenback was a touch

softer at 98.655 .DXY.

POUND PINBALLS

Signs of progress in Brexit, the other long-running

geopolitical saga stressing out the markets, also emboldened

investors.

After meeting British Prime Minister Boris Johnson for

talks, Irish Prime Minister Leo Varadkar said on Thursday that a

deal to let Britain leave the European Union in an orderly

fashion could be sealed by the end of the month. Varadkar called the talks "constructive," while the two

leaders said in a joint statement that they could "see a pathway

to a possible deal". Sterling jumped 2%.

But it remained unclear what the pair agreed on, and

skittishness over what comes next for Brexit reigned among

currency traders on Friday.

The British pound GBP=D3 pinballed, slumping nearly a cent

in a matter of minutes after top EU official Donald Tusk said

"time is practically up" for Britain to reach a Brexit deal,

before recovering much of its lost ground as Tusk's remarks

continued. It was last up 1.1% at $1.2437, after its biggest two-day

jump since June 2016. It also jumped 2.5% versus the euro

EURGBP=D3 .

Still, with Britain due to leave the world's biggest trading

bloc on Oct. 31, market players reiterated that the fate of

Brexit is still in the balance.

"We are moving to a glimmer of hope, rather than strong

expectation that things will get done," Tim Drayson, head of

economics at Legal & General Investment Management.

Yet Drayson said that any deal struck between Dublin and

London would then face the hurdle of the British parliament,

even after securing agreement from the European Union.

"I think the odds are that we don't reach an agreement, but

I'm not expecting a crash out on October 31."

Irish government bonds rallied, outperforming their euro

zone peers, after Varadkar's comments. Stocks in Dublin .ISEQ

jumped 3%, to hit their highest in 3-1/2 months.

"We still think that markets are probably underpricing the

likelihood of a hard Brexit scenario," said Salman Baig, a

cross-asset investment manager at Unigestion.

In commodities, oil prices rose after Iranian news agencies

said a state-owned oil tanker had been hit by missiles in the

Red Sea near Saudi Arabia, raising the prospect of supply

disruptions from a crucial producing region. Global benchmark Brent crude LCOc1 was up around 1.5% at

$60.01 per barrel.

For Reuters Live Markets blog on European and UK stock

markets, please click on: LIVE/

Sterling loses a cent in two minutes before recovering https://tmsnrt.rs/2pdIUow

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