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GLOBAL MARKETS-Stocks cheered by trade deal hopes but caution prevails

Published 15/11/2019, 07:29
GLOBAL MARKETS-Stocks cheered by trade deal hopes but caution prevails
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* MSCI Asia ex-Japan +0.57%; Nikkei +0.7%

* European futures point higher in early deals

* Kudlow says U.S., China getting close to trade deal

* Yen weakens, U.S. Treasury yields higher

By Andrew Galbraith

SHANGHAI, Nov 15 (Reuters) - Asian stocks jumped on Friday,

lifted by White House comments that suggested the possibility of

an imminent trade deal between Washington and Beijing, which

revived hopes that their tariff war may be nearing an end.

However, investor sentiment remains fragile after weak data

from China reinforced concerns about the global economy and amid

increasing caution about false signs of progress in Sino-U.S.

trade talks.

The buoyant mood looked set to extend to Europe, where

pan-region Euro Stoxx 50 futures STXEc1 rose 0.57% to 3,705,

German DAX futures FDXc1 climbed 0.53% to 13,253.5, and FTSE

futures FFIc1 inched up 0.36% to 7,322.

U.S. S&P 500 e-mini stock futures ESc1 also rose, adding

0.35% to 3,107.8 after the S&P 500 index .SPX finished at a

record closing high on Thursday.

Providing a fillip to investor confidence in early Asian

trade, White House economic adviser Larry Kudlow said Washington

was getting close to a trade agreement with China. That helped to lift MSCI's broadest index of Asia-Pacific

shares outside Japan .MIAPJ0000PUS up 0.57%. Japan's Nikkei

.N225 added 0.7% and Australian shares .AXJO gained 0.87%.

Chinese blue-chip shares .CSI300 , in contrast, struggled

to hold gains after rising as much as 0.23% earlier in the day.

The CSI300 index was last down 0.45%.

In Hong Kong, where anti-government protesters paralysed

parts of the financial hub for a fifth day on Friday, the Hang

Seng index gained 0.15%, but was on track for its worst weekly

performance in nearly four months. Shane Oliver, chief economist at AMP Capital in Sydney,

likened regional markets' bullish reaction to positive trade

news to being in a relationship with an alcoholic, driven by

entrenched hopes for recovery.

"Markets want to believe that there will be some sort of

resolution to this issue, some sort of lasting truce at least,

even though the experience of the last 18 months doesn't give a

lot of cause for comfort," he said.

However, Oliver said weaker Chinese and U.S. economies, and

the U.S. presidential election next year put pressure on both

sides to come to an agreement.

The safe-haven yen JPY= weakened, with the dollar rising

0.17% to buy 108.57 yen. The euro EUR= was barely changed at

$1.1023 and the dollar index, which tracks the greenback against

a basket of six major rivals .DXY was off just 0.02% at

98.143.

Higher U.S. Treasury yields also illustrated the risk-on

tone in the Asian session, with the 10-year yield US10YT=RR

rising to 1.848% from a US close of 1.815% on Thursday.

The policy-sensitive two-year yield rose to 1.6101% from

1.593% on Thursday after U.S. Federal Reserve Chair Jerome

Powell said the risk of the U.S. economy facing a dramatic bust

is remote. A Reuters poll of more than 100 economists showed that while

concerns have eased over a U.S. recession, few see an economic

rebound, and most believe a trade truce is unlikely in the

coming year. Global sentiment has been buffeted in recent weeks by

conflicting assessments of progress in talks between the United

States and China aimed at ending their 16-month-long trade war.

On Thursday, China's commerce ministry said that the two

countries are holding "in-depth" discussions on a first phase

trade agreement, and that cancelling tariffs is an important

condition to reaching a deal. China has also ended a nearly five-year ban on imports of

U.S. poultry meat, which the U.S. Trade Representative said

would lead to more than $1 billion in annual shipments to China.

Those developments followed comments from officials from

both countries last week that they had a deal to roll back

tariffs, only to have U.S. President Donald Trump deny that any

such deal had been agreed to. The new record for the S&P, which gained just 0.08% to

3,096.63, came despite a grim outlook from network gear maker

Cisco Systems CSCO.O that underlined the impact of trade

uncertainty.

The company forecast second-quarter revenue and profit below

expectations as increasingly global economic uncertainties kept

clients away from spending more on its routers and switches,

sending its shares down 7.3%. In contrast to the S&P 500, the Dow Jones Industrial Average

.DJI fell 0.01% 27,781.96 and the Nasdaq Composite .IXIC

dropped 0.04% to 8,479.02.

Capping broader confidence was German data that showed the

economy grew just 0.1% in the third quarter, with consumer

spending helping the country to avoid a mild contraction.

That followed numbers from China indicating a

faster-than-expected slowdown in factory output growth in

October due to weak domestic and global demand. In commodity markets, U.S. crude prices rebounded after

sliding Thursday on rising U.S. crude inventories. U.S. West

Texas Intermediate crude CLc1 was 0.44% higher at $57.02 a

barrel.

Global benchmark Brent crude LCOc1 added 0.37% to $62.51

per barrel.

Gold retreated from gains that had been prompted by trade

uncertainty. Spot gold XAU= was last trading at $1,463.90 per

ounce, down 0.48%. GOL/

($1 = 6.9941 Chinese yuan)

Hang Seng set for worst week in nearly 4 months https://tmsnrt.rs/33QP7X1

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