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GLOBAL MARKETS-Stocks stutter as attention turns to trade deadline, c.bank meetings

Published 09/12/2019, 10:10
Updated 09/12/2019, 10:18
© Reuters.  GLOBAL MARKETS-Stocks stutter as attention turns to trade deadline, c.bank meetings
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* European shares struggle after Asia ekes out gain

* Fed, ECB meet later this week

* Sterling shines again before Thursday's election

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

By Tommy Wilkes

LONDON, Dec 9 (Reuters) - European stocks fell on Monday as

worries about a Chinese economic slowdown and the U.S.-China

trade war outweighed Friday's strong U.S. jobs data, in a quiet

start to trading before several big events later in the week.

The Federal Reserve meets on Wednesday and new European

Central Bank chief Christine Lagarde holds her first policy

meeting on Thursday, which will also see a parliamentary

election in Britain, with the results due on Friday.

However, at the forefront of most investors' minds is an

impending Dec. 15 deadline for the United States to impose a new

round of tariffs on China.

Top White House economic adviser Larry Kudlow said on Friday

that the deadline was still in place to impose a new round of

tariffs on Chinese consumer goods, but he also said President

Donald Trump likes where trade talks with China are going.

"If we see Donald Trump decide not to delay tariffs, that

would lead to a risk-off reaction in markets," said Nomura

currency strategist Jordan Rochester.

"We don't expect tariffs to go into effect as the talks are

ongoing but the trade talks are the main driver this week," he

said, adding he did not expect any "fireworks" from the central

bank meetings.

European shares slipped. The Euro STOXX 600 .STOXX was

down marginally, while the German DAX .GDAXI dropped 0.1

percent. France's CAC 40 .FCHI shed 0.2 percent and the FTSE

100 .FTSE was flat.

That followed small gains in Asia, where Japan's benchmark

Nikkei .N225 added 0.33 percent while MSCI's broadest index of

Asia-Pacific shares outside Japan .MIAPJ0000PUS gained 0.15

percent.

Markets have been largely working on the assumption that the

planned Dec. 15 tariffs, which cover several consumer products

such as cellphones and toys, will be dropped or at least

postponed, given that Washington and Beijing agreed in October

to work on a trade deal.

CHINESE SHIVERS

China's exports shrank for the fourth consecutive month in

November, sending shivers through a market already concerned

about damage being done to global demand by the trade war, but

growth in imports may be a sign that Beijing's stimulus steps

are helping to stoke demand. The U.S. dollar, which bounced on Friday after data showed

U.S. job growth increased in November by the most in 10 months,

was down marginally against a basket of currencies .DXY and

the euro, at $1.1064 EUR=EBS . The strong labour market data in the United States helped

power stock markets and further allay fears about a slowdown in

the world's largest economy.

"This economy is still climbing and shattering the records

for longevity," said Chris Rupkey, chief financial economist at

MUFG Union Bank. "Right now, the clouds of recession still

remain well offshore despite troubled economies elsewhere in the

world and a trade war."

The dollar was also down 0.1 percent against the Japanese

yen at 108.51 yen JPY=EBS .

Elsewhere in currency markets the British pound made more

gains, rising to a new 7-month high of $1.3180 GBP=D3 as

investors raised their bets on a Conservative Party victory -

and a ruling majority in parliament - in Thursday's general

election.

Government bond markets were little moved, as investors

awaited the central bank meetings. Oil prices weakened after the disappointing Chinese trade

data.

Brent futures LCOc1 were down 0.56 percent, at $64.03 per

barrel after gaining about 3 percent last week on the news that

OPEC and its allies would deepen output cuts.

West Texas Intermediate oil futures CLc1 lost 0.66 percent

to $58.90 a barrel, having risen about 7 percent last week on

the prospects for lower production from 'OPEC+'.

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