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GLOBAL MARKETS-Stocks end 2019 near record highs, dollar slides

Published 31/12/2019, 21:04
GLOBAL MARKETS-Stocks end 2019 near record highs, dollar slides
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(Adds gold, oil settlement prices)

* World stock gauge notches 24% gain in 2019

* Trump announces signing of trade deal in mid-January

* Dollar slides as investors buy trade-sensitive currencies

* China December manufacturing activity beats expectations

* Gold, up 18% for year, posts best year since 2010

By Herbert Lash

NEW YORK, Dec 31 (Reuters) - The dollar slid to a six-month

low on Tuesday as progress on U.S.-China trade tensions led

investors to higher-risk assets, while a year-end rally that

pushed global equity markets to record highs petered out on the

last trading day of 2019.

The year was remarkable for investors, as many equity

indices, long-term bonds, oil and gold posted double-digit

gains.

U.S. President Donald Trump said the Phase 1 trade pact with

China would be signed on Jan. 15 at the White House, though

confusion remains about details of the agreement. Stocks for a second day in a row failed to rise on the news

as they have for most of December, with hopes of an imminent

deal a key factor for lifting a gauge of global equities to its

best year since 2009, up almost 24%.

MSCI's all-country world index .MIWD00000PUS of equity

performance in 49 nations fell 0.18 points or 0.03 percent, to

564.2. The index is just under 4 percentage points from an

all-time high set on Friday, when U.S. stocks also posted record

peaks.

The breakthrough in U.S.-China trade talks and a British

election earlier in December pointing to a smoother exit from

the European Union have boosted investor sentiment, but the

outlook for equities next year is not as buoyant, said David

Kelly, chief global strategist at JPMorgan Asset Management.

"This is a year in which everybody will celebrate," he said.

Going forward, however, it will be hard to achieve similar

gains, with U.S. equities likely to advance by mid-single digits

annually for several years, Kelly said. International markets,

especially emerging markets, are poised to do better, he said.

"The U.S. stock market rally could continue but at some

stage there's going to be a significant correction, and the more

it goes up the more it's going to correct," he said.

In shortened trading sessions ahead of New Year's Eve

celebrations, the pan-European STOXX 600 index .STOXX closed

down 0.08%. French .FCHI , British .FTSE and Spanish .IBEX listed

stocks lost between 0.1% and 0.7%, while Frankfurt .GDAXI and

Milan .FTMIB bourses were shut for the year-end holidays.

On Wall Street, the Dow Jones Industrial Average .DJI fell

29.73 points, or 0.1 percent, to 28,432.41 and the S&P 500

.SPX lost 0.77 points, or 0.02 percent, to 3,220.52The Nasdaq

Composite .IXIC added 11.73 points, or 0.13 percent, to

8,957.72. Emerging market stocks lost 0.29%.

Bourses in Asia diverged. China mainland stocks .CSI300

.SSEC gained 0.4% after data showed manufacturing activity in

the world's second-largest economy expanded for a second

straight month in December. China's Purchasing Managers' Index (PMI) showing economic

trends in the manufacturing and service sectors, was unchanged

at 50.2 in December from November, but still remained above the

50-point mark that separates growth from contraction.

In Hong Kong, stocks .HSI fell 0.5% as protesters geared

up for pro-democracy rallies on New Year's Eve. Markets in Japan and South Korea were closed for a holiday.

The dollar's slide came close to wiping out the year's

gains, as the pound and a clutch of trade-sensitive currencies

rallied on improving U.S.-China trade relations and the outlook

for global growth. The dollar also fell, as one of the biggest bets in the FX

market for 2020 is shorting the U.S. currency.

"We could be right at a turning point where global growth

re-accelerates relative to U.S. growth, and that could mean a

weaker dollar over time," Kelly said.

The dollar was strong for much of 2019 thanks to the

relative outperformance of the U.S. economy and investors'

preference for a safe-haven currency amid the trade dispute. But

the dollar's gains for the year shriveled in December.

Investors bought up currencies linked to global trade,

sending the Australian dollar, Chinese yuan and Scandinavian

crowns to multi-month or multi-week highs against the greenback.

The dollar index .DXY , which tracks the greenback against

a basket of six currencies, fell 0.251 point or 0.26 percent,,

or 0.27 percent, to 96.489 and the euro EUR= was last up 0.18

percent, at $1.1217.

The Japanese yen JPY= strengthened 0.22% versus the

greenback at 108.65 per dollar, while Sterling GBP= was last

trading at $1.3238, up 0.95% on the day.

The weak dollar helped lift spot gold XAU= to its highest

since Sept. 25 at $1,525.20 an ounce. The metal was set to post

its biggest yearly gain since 2010, rising more than 18%.

U.S. gold futures GCv1 settled up 0.3% at $1,523.10.

The benchmark U.S. Treasury 10-year note US10YT=RR fell

7/32 in price to yield 1.9192%.

Longer-dated Treasuries were on track to post their best

return since 2014, after concerns about the slowing U.S. economy

prompted the Federal Reserve to cut interest rates three times

this year. The move was a major reason for Wall Street's gains.

Thirty-year bonds returned 17.15% this year through Monday

.MERGA30 , according to Bank of America Merrill Lynch, while

10-year notes .MERGA10 have returned 9.03%.

Final data will not be updated until late on Tuesday.

Oil fell but was still on track for monthly and annual

gains, supported by a thaw in the prolonged U.S.-China trade row

and Middle East unrest.

Brent crude LCOc1 settled down 67 cents at $66.00 a

barrel, while U.S. West Texas Intermediate (WTI) crude CLc1

slid 62 cents to settle at $61.06 a barrel.

Brent has gained about 23% in 2019 and WTI has risen 34%,

their best yearly gains in three years.

Asian shares over the past decade https://tmsnrt.rs/2tdGbh8

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