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GLOBAL MARKETS-Stocks edge higher as Trump acts to ease China trade tensions

Published 26/08/2019, 11:25
© Reuters.  GLOBAL MARKETS-Stocks edge higher as Trump acts to ease China trade tensions
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* Trump says China wants to return to negotiating table

* Markets bounce after bruising Friday, Asian session

* Yuan hits record low, then recovers somewhat

* But safe havens remain well supported by jittery investors

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

By Tommy Wilkes and Dhara Ranasinghe

LONDON, Aug 26 (Reuters) - Stock markets clawed themselves

off their lows on Monday but sentiment remained fragile after

the latest flare-up in the U.S.-China trade war sent investors

scrambling into government bonds and battered emerging market

currencies.

European equity markets had looked set to follow their Asian

counterparts deep into the red but recovered when U.S. President

Donald Trump said China had contacted Washington overnight to

say it wanted to return to the negotiating table. Beijing called

for calm.

Speaking on the sidelines of a summit of major

industrialised nations in France, Trump hailed Chinese President

Xi Jinping as a great leader and said he welcomed his desire for

a trade deal and for calm - soothing investors' nerves after a

round of more tariffs were abruptly announced on Friday.

Wall Street futures turned positive and were last up 0.5%

ESc1 .

European stock markets struggled to bounce to the same

degree, with the pan-European Eurostoxx down marginally on the

day .STOXX . Germany's DAX .GDAXI rose 0.29% while France's

.FCHI managed a 0.48% rise. London's markets were closed for a

holiday.

Stocks had fallen sharply in Asia before Trump spoke as

investors panicked that the latest tit-for-tat tariffs would

damage global growth. On Friday, Trump announced an additional

duty on some $550 billion of targeted Chinese goods, hours after

China unveiled retaliatory tariffs on $75 billion worth of U.S.

goods. The MSCI world equity index .MIWD00000PUS , which tracks

shares in 47 countries, remained 0.31% lower by 1000 GMT.

"Trump is clearly potentially exposed to a slower U.S.

economy impacting his capability to be re-elected. He is aware

of this and so reacts to market volatility with some kinder

words," said Chris Bailey, European strategist at Raymond James.

"The Chinese have seen him blink and have filed this away

for use later. Shorter-term I think this is the basis of some

tentative deal," he added.

Despite the more positive tone in stock markets, assets

deemed safe havens remained well supported. The 10-year U.S.

Treasury bond yield US10YT=RR hit a new 3-year low at 1.449%

before rising to 1.52% - still a touch lower on the day.

It is down some 50 basis points so far this month.

The price of gold, which has boomed in recent months as

nervous investors flocked to the precious metal, touched its

highest since April 2013 and was last up 0.3% at $1,530 XAU= .

Germany Bund yields did reverse their earlier falls. The

10-year bond DE10YT=RR rose 2 basis points to -0.657%, having

earlier dropped to as low as -0.70%.

YUAN HITS 11-YEAR LOW

Emerging market currencies were among the biggest casualties

of the latest trade war-induced volatility.

China's yuan plunged to an 11-year low in the onshore market

and hit a record low in offshore trading CNH=EBS . It later

recovered somewhat in the offshore market but remained 0.2%

lower at 7.1535 yuan per dollar.

Turkey's lira weakened around 1% to more than 5.8 against

the dollar on Monday after briefly plunging to 6.47 in what

market watchers described as a "flash crash" as Japanese

investors slashed their exposure to riskier assets. The lira was last down 1.1% at 5.8185 TRYTOM=D3 .

Elsewhere in currency markets, the safe-haven Japanese yen

rallied to a new seven-month high of 104.46 yen per dollar

JPY=EBS before reversing those gains to trade down 0.6% at

105.93 as some calm returned to markets.

The dollar rose .DXY broadly and was up 0.3% versus the

euro EUR=EBS at $1.1112.

As investors try to navigate the year-long trade conflict

between the world's two biggest economies, some are choosing to

cut their exposure to stocks believing the battle is taking its

toll on global growth.

"Downside risks are increasing for both the global economy

and markets," said Mark Haefele, global chief investment officer

at UBS. "As a result, we are reducing risk in our portfolios by

moving to an underweight in equities to lower our exposure to

political uncertainty."

German business sentiment deteriorated more than expected in

August to hit its lowest since November 2012, a survey by

Germany's Ifo Institute showed on Monday. The latest trade escalation overshadowed a pledge by Federal

Reserve Chair Jerome Powell last week to "act as appropriate" to

keep the U.S. economy healthy, although he stopped short of

committing to rapid-fire rate cuts. The markets clearly believe the Fed will have to act more

aggressively and are fully priced for at least a quarter-point

cut in September and more than 120 basis points of easing by the

end of 2020. FEDWATCH

Oil prices, which had earlier fallen on concerns the tariff

dispute would crimp world demand, recovered in European trading.

Brent crude LCOc1 futures rose 1.18% to $60.04, while U.S.

crude CLc1 gained 1.26% to $54.85 a barrel.

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