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GLOBAL MARKETS-Stocks gain after China cuts U.S. import tariffs, virus fears wane

Published 06/02/2020, 07:24
Updated 06/02/2020, 07:28
© Reuters.  GLOBAL MARKETS-Stocks gain after China cuts U.S. import tariffs, virus fears wane
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* Upbeat U.S. private job, service sector data lift mood

* WHO says no break-through reported on coronavirus drugs

* China will cut some U.S. import tariffs by half

* Mainland China shares up 1%

* European stock futures up about 0.6%

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Hideyuki Sano

TOKYO, Feb 6 (Reuters) - Global stocks extended their

recovery on Thursday, cheered by record closes in Wall Street

benchmarks following encouraging economic data, and after China

announced a cut in tariffs on some imported goods from the

United States.

The tarriff relief added to hopes the global economy may be

able to avoid a major shock from China's rapidly-spreading

coronavirus, which has battered financial markets in recent

weeks.

MSCI's broadest index of Asia-Pacific shares outside Japan

.MIAPJ0000PUS jumped 1.66% while Japan's Nikkei .N225 rose

2.38%. Mainland Chinese shares also reacted positively, with the

bluechip CSI300 index .CSI300 up 1.97%.

European stocks are expected to enjoy a rally, with

pan-European Euro Stoxx 50 futures STXEc1 up 0.66%, German DAX

futures FDXc1 adding 0.73% and FTSE futures FFIc1 gaining

0.63%.

U.S. stock futures ESc1 rose 0.55% in Asia while China's

onshore yuan CNY=CFXS rose 0.2% to its strongest level since

Jan. 23 after the tariff cuts were announced.

China said on Thursday it will halve tariffs on some U.S.

goods, which could help improve negotiating conditions for a

second phase of trade deal after the two countries signed off on

a interim deal last month. "Under the phase 1 deal, China has to meet a tough target to

increase U.S. import by $100 billion this year, so a measure

like this was necessary and expected," said Tomo-o Kinoshita,

global market strategist at Invesco Asset Management.

"But at the same time, that they did this now points to

their desire to support Chinese companies as the coronavirus

epidemic will obviously deal a huge blow to China's growth," he

added.

Mainland shares have also drawn support from Beijing's

efforts to support the market amid heightened anxieties about

the coronavirus, including liquidity injections and de facto

restrictions on selling. "It is difficult for investors to sell Chinese shares now

given the authorities' stance is very clear," said Naoki

Tashiro, president of TS China Research.

"Still, until the spread of the virus stops, market

stabilisation steps won't completely change investor

psychology."

On Wall Street, far from the epicentre of the outbreak, the

mood was brighter as the S&P 500 .SPX gained 1.13% to a record

close of 3,334.69 while the Nasdaq Composite .IXIC added 0.43%

to 9,508.68, also a record high.

The ADP National Employment Report showed private payrolls

jumped 291,000 jobs in January, the most since May 2015, while a

separate report showed U.S. services sector activity picked up

last month. Both indicators suggest the economy could continue

to grow this year even as consumer spending slows.

Traders also cited vague rumours of a possible vaccine or a

drug breakthrough for the coronavirus as a trigger for

Wednesday's stock rally, although they said such catalysts were

likely to simply be an excuse for short-covering. The World Health Organization also played down media reports

on Wednesday of "breakthrough" drugs being discovered to treat

those infected with the virus. Another 73 people on the Chinese mainland died on Wednesday

from the virus, the highest daily increase so far, bringing the

total death toll to 563, the country's health authority said on

Thursday. "Despite all the efforts by the Communist Party, the virus

is becoming a major global disaster. Considering workers usually

start to return to hometown about a week before the Lunar New

Year, many patients must have left Wuhan before its lockdown on

Jan. 23," TS China Research's Tashiro said.

Statistics from China indicate that about 2% of people

infected with the new virus have died, suggesting it may be

deadlier than seasonal flu but less deadly than SARS, another

reason investors remained relatively calm. "The coronavirus is continuing to spread so we need to

remain cautious. But markets now appear to think that there will

be a quick economic recovery after a short-term slump," said

Masahiro Ichikawa, senior strategist at Sumitomo Mitsui DS Asset

Management.

The 10-year U.S. Treasuries yield rose back to 1.672%

US10YT=RR from a five-month low of 1.503% set last Friday.

In the currency market, the yuan gained 0.2% to 6.9600 per

dollar in onshore trade CNY=CFXS while the Australian dollar

rose 0.2% to $0.6758 AUD=D4 .

The safe-haven yen stepped back to 109.94 yen JPY= ,

compared with a three-week high of 108.305 hit on Friday.

The euro stood flat at $1.0998 EUR= .

In commodities, U.S. West Texas Intermediate (WTI) crude

CLc1 gained 2.66% to $52.10 per barrel, extending its rebound

from a 13-month low of $49.31 touched on Tuesday.

Still it is down about 15% so far this year.

Copper, considered a good gauge on the health of the global

economy because of its wide industrial use, showed some signs of

stabilisation although it remained depressed overall.

Shanghai copper SCFc1 extended its rebound into the third

day, rising 1% from 33-month low hit earlier this week. It is

about 5% below its levels just before the start of Lunar New

Year holidays.

"One has to wonder whether China can meet its trade

agreement with the U.S. to increase imports by $200 billion (in

two years), which looked very difficult to begin with," said a

manager at a U.S. asset management firm, who declined to be

named because he is not authorised to speak about China.

"Before the outbreak, a mini goldilocks market was

everyone's consensus. But we have to see whether we need to

change such a view," he added.

Daily cumulative cases of coronavirus JPG https://tmsnrt.rs/2Rgj92F

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(Editing by Sam Holmes & Shri Navaratnam)

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