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GLOBAL MARKETS-Stocks led higher by tech, bonds rally on election nailbiter

Published 04/11/2020, 05:35
Updated 04/11/2020, 05:36
© Reuters.
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(Updates prices)
* Asian stock markets: https://tmsnrt.rs/2zpUAr4
* S&P futures whipsawed as U.S. vote proves too close to
call
* Tech stocks gain on talk a trump win would favour sector
* Dollar rallies, 10-yr Treasury yields down sharply
* Gold retreats, oil clings to gains
* Graphic: 2020 asset performance http://tmsnrt.rs/2yaDPgn
* Graphic: World FX rates in 2020 http://tmsnrt.rs/2egbfVh

By Wayne Cole
SYDNEY, Nov 4 (Reuters) - Share markets veered higher in
wild Asian trading on Wednesday as results from the U.S.
presidential election proved far closer than polls had
predicted, leaving the outcome deeply in doubt.
Investors had initially wagered that a possible Democratic
sweep by Joe Biden could ease political risk while promising a
huge boost to fiscal stimulus.
But the mood quickly changed on signs President Donald Trump
could well snatch Florida and was much closer in other major
battleground states than polls had predicted.
U.S. equity futures went on a wild ride, rising then
falling, only to climb again as the voting seemed to favour
Trump. (For the latest results and news on U.S. election, click:
https://www.reuters.com/world/us-election2020 )
Dealers said investors could be thinking a status quo result
would at least lessen political uncertainty and remove the risk
a Biden administration would roll back corporate tax cuts.
The technology sector seemed encouraged, with NASDAQ futures
rising 3.6% NQc1 , while E-Mini futures for the S&P 500 ESc1
swung 1.4% higher. EUROSTOXX 50 futures STXEc1 also turned
0.6% firmer, and FTSE futures FFIc1 gained 0.7%.
Andrew Brenner, head of international fixed income at
NatAlliance Securities, said the move in techs looked like it
was a play on the Senate potentially staying Republican.
Brenner said that under a Biden win tech stocks were seen
faring worse, partly due to Democrats going after the sector in
hearings and also that a potential rise in capital gains tax
would hit tech stocks harder.
Japan's Nikkei .N225 was ahead by 2%, while MSCI's
broadest index of Asia-Pacific shares outside Japan
.MIAPJ0000PUS edged up 0.1%.
Chinese blue chips .CSI300 rose 0.5%, with markets
uncertain how Sino-U.S. relations would develop from here.
Some investors were now hedging against the risk of a
contested election or at least a drawn-out process as mail-in
ballots were counted.
"It's a wait-and-see," said Matt Sherwood, head of
investment strategy at Perpetual in Sydney.
"I think the odds of a clean (Democrat) sweep are
diminishing, almost by the minute. That reduces the possibility,
or the likelihood at least of a large stimulus program being
agreed to in the first days of a Biden administration."
That saw 10-year Treasury yields fall all the way back to
0.83% US10YT=RR , from a five-month top of 0.93%.
The U.S. dollar had a roller coaster session, reversing
early losses to be last up 0.9% on a basket of currencies at
93.956 =USD . The euro fell back hard to $1.1644 EUR= and
away from a top of $1.1768.
The chance of a Trump victory saw the dollar jump 2% on the
Mexican peso MXN= on the assumption U.S. trade policies would
continued to favour tariffs.
Going the other way, the dollar eased 0.9% on the Russian
rouble RUB= .

STILL TO COME
Investors are still awaiting the outcome of U.S. Federal
Reserve and Bank of England meetings this week, which are
expected to at least give a nod to further stimulus.
The Reserve Bank of Australia on Tuesday cut interest rates
to near zero and boosted its bond-buying program, adding to the
tidal wave of cheap money flooding the global financial system.
Gold had recently been buoyed by all this liquidity but ran
into profit taking on Wednesday, losing 0.6% to $1,896 an ounce.
Oil prices held gains made after industry data showed crude
inventories in the United States dropped sharply. O/R
Dealers noted a returned Republican administration would
likely be more positive for the oil industry than Democrats that
favoured renewable technology.
U.S. crude CLc1 were up 97 cents at $38.63 a barrel, with
Brent crude LCOc1 futures gaining 93 cents to $40.64.


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Asia stock markets https://tmsnrt.rs/2zpUAr4
Asia-Pacific valuations https://tmsnrt.rs/2Dr2BQA
Key emerging currencies being split by U.S. election https://tmsnrt.rs/326Toa7
Global markets since Trump's election https://tmsnrt.rs/3jNwnis
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