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GLOBAL MARKETS-Stocks edge higher on Brexit hopes, trade optimism fades

Published 15/10/2019, 10:36
© Reuters.  GLOBAL MARKETS-Stocks edge higher on Brexit hopes, trade optimism fades
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* World FX rates in 2019 http://tmsnrt.rs/2egbfVh

* Data shows China factory gate prices decline accelerate

Sentiment still fragile due to U.S.-China trade war

* Policymakers struggle to reduce risks to global economy

By Karin Strohecker

LONDON, Oct 15 (Reuters) - Global stocks edged higher on

Tuesday yet safe havens were still in play as markets tried to

balance fading optimism over the latest China-U.S. trade truce

with the likelihood of a Brexit deal by Thursday's European

Union summit.

MSCI's gauge of stocks across the globe .MIWD00000PUS

gained 0.2% with European stocks climbing briefly to a two-week

high after comments from the European Union's chief Brexit

negotiator that a deal with Britain over the terms of their

divorce was still possible this week.

The pan-European STOXX 600 .STOXX added 0.2% with France's

CAC .FCHI and Germany's export-oriented DAX .GDAXI both

rising while Britain's FTSE .FTSE was a touch lower as

sterling rose against the dollar and the euro, reflecting the

cautious optimism about talks between Britain and the EU.

Yet capping broader gains in equities was a perceived lack

of progress coming out of U.S.-China trade negotiations.

Reports of a "Phase 1" trade deal between the United States

and China last week had earlier cheered markets but the dearth

of details around the agreement has since curbed this enthusiasm

with oil prices extending declines, Chinese stocks weaker and

the safe-haven yen holding gains versus dollar.

"Not enough was achieved to alter meaningfully the

fundamental global economic outlook," said Mark Haefele, chief

investment officer at UBS Global Wealth Management.

"Global growth is still slowing and is below trend ... There

is still scope for earnings disappointment and the remaining

uncertainty from trade tensions means business investment is

unlikely to improve markedly."

Asian shares had nudged slightly higher while Japan's Nikkei

stock index .N225 was up 1.9%. U.S. stock futures ESc1 rose

0.5% after the S&P 500 ended 0.14% lower on Monday.

The focus is now firmly on Europe where officials from

Britain and the EU will meet at a make-or-break summit on

Thursday and Friday that will determine whether Britain is

headed for a deal to leave the bloc on Oct. 31, a disorderly

no-deal exit or a delay. The main sticking point remains the border between EU member

Ireland and Northern Ireland, which belongs to Britain. Some EU

politicians have expressed guarded optimism that a deal can be

reached. However, diplomats from the EU have indicated they are

pessimistic about British Prime Minister Boris Johnson's

proposed solution for the border and want more concessions.

Yet those concerns did little to quash market optimism for

now, with Britain expected to make new proposals on Tuesday.

Euro zone bond yields inched up with Germany's benchmark

10-year bond yield was 0.5 basis points higher on the day at

-0.45% DE10YT=RR , flirting with a two-and-a-half month highs

reached at the end of last week.

BREXIT HOPES LIFT STERLING

In the currency markets, optimism over a possible Brexit

deal lifted sterling GBP=D3 by as much as 0.7% to the dollar

and approaching a three-month high of $1.2708 and climbing to a

five-month high against the euro. EURGBP=D3 GBP/

The yen JPY=EBS , often considered a safe haven in times of

economic uncertainty, held steady at 108.33 versus the dollar.

Markets were still considering the perceived lack of

progress in resolving a prolonged trade row between the United

States and China.

The United States agreed to delay an Oct. 15 increase in

tariffs on Chinese goods while Beijing said it would buy as much

as $50 billion of U.S. agricultural products after tense

negotiations last week.

However, Washington has left in place tariffs on hundreds of

billions of dollars of Chinese goods.

Trade experts and China market analysts say the chances are

high that Washington and Beijing will fail to agree on any

specifics - as happened in May - in time for a mid-November

meeting between U.S. President Donald Trump and Chinese

President Xi Jinping.

Chinese data also added to the woes. The latest numbers

showed that China factory gate prices declined at the fastest

pace in more than three years in September. That followed

customs data on Monday that showed Chinese imports had

contracted for a fifth straight month. Concerns over the health of the global economy weighed

heavily on oil prices, with U.S. crude CLc1 and Brent crude

both falling around 1.5% to $52.75 and 58.48 per barrel

respectively. O/R

By early last week, hedge funds had become the most bearish

towards petroleum prices since the start of the year, according

to an analysis of position records published by the U.S.

Commodity Futures Trading Commission and ICE Futures Europe.

China's trade-war scorecard https://tmsnrt.rs/2VyzGPK

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