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GLOBAL MARKETS-Stocks surge as rally enters year, dollar rebounds

Published 02/01/2020, 17:27
Updated 02/01/2020, 17:36
© Reuters.  GLOBAL MARKETS-Stocks surge as rally enters year, dollar rebounds
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(Adds U.S. market open, byline; changes dateline; previous

LONDON)

* Global equity markets boosted by China stimulus

* China manufacturing data adds to optimism

* Dollar recovers from six-month low

* Crude prices steady at start of 2020

By Herbert Lash

NEW YORK, Jan 2 (Reuters) - The dollar snapped a four-day

losing streak on Thursday and global equity markets jumped at

the start of 2020 with a shot of Chinese stimulus, ensuring last

year's record-breaking rally remained intact.

Gold climbed to a three-month peak while yields on U.S.

Treasuries and Germany's 10-year bond tumbled on optimism about

the world economy after positive Chinese manufacturing data.

News that China's central bank was freeing another 800

billion yuan ($115 billion) to prop up a slowing economy added

to optimism, already fueled by easing U.S.-Sino trade

tensions.

China's factory activity expanded at a slower clip in

December, pulling back from a three-year high the previous month

as new orders softened, but production continued to grow at a

solid pace and business confidence shot up. The Caixin/Markit Manufacturing Purchasing Managers' Index

for December eased to 51.5 from 51.8 in November, but it

remained above the 50-mark that separates expansion from

contraction for the fifth straight month.

"It still feels like this continuation of the surge that

happened toward year-end in 2019," said Ken Polcari, senior

market strategist at SlateStone Wealth LLC in Jupiter, Florida.

"You did have some good Chinese data that came out

overnight, a positive manufacturing PMI, which is very

expansionary and helping fuel the rally."

MSCI's gauge of stocks across the globe .MIWD00000PUS

gained 0.47%, while the pan-European STOXX 600 index .STOXX

rose 1.04%.

The double lift of Chinese news helped Europe's main markets

in London, .FTSE Frankfurt .GDAXI and Paris .FCHI jump

0.88% to 1.4%, outpacing overnight gains in Asia and setting

them on course for their best opening day of a year since 2013.

The number of Americans filing claims for jobless benefits

edged lower last week, a positive signal for the U.S. labor

market amid recent signs new claims may be trending slightly

higher. Initial claims for unemployment benefits decreased 2,000 to

a seasonally adjusted 222,000 for the week ended Dec. 28, the

Labor Department said. Economists polled by Reuters had expected

225,000 new claims last week.

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

167.86 points, or 0.59%, to 28,706.3. The S&P 500 .SPX gained

10.87 points, or 0.34%, to 3,241.65 and the Nasdaq Composite

.IXIC added 59.60 points, or 0.66%, to 9,032.20.

Emerging market stocks rose 1.06% while MSCI's broadest

index of Asia-Pacific shares outside Japan .MIAPJ0000PUS

closed 0.88% higher.

China's blue-chip CSI300 index .CSI300 , one of the world's

best performers last year, rose 1.4%, reaching its highest since

Feb. 7, 2018. Hong Kong's Hang Seng .HSI added 1.25%. .SS

Alibaba Group Holding Ltd BABA.N rose 3.4% on news that

China's Ant Financial, an affiliate of the e-commerce giant, has

joined the race for a digital banking license in Singapore, the

company said in a statement. The dollar recovered from a six-month low after a downbeat

December left an index that tracks the greenback versus a basket

of six major trading currencies almost flat at the end of 2019.

The dollar index .DXY rose 0.3%, with the euro EUR= down

0.23% to $1.1184. The Japanese yen JPY= strengthened 0.36%

versus the greenback at 108.32 per dollar.

Sterling was on track for its biggest daily loss in two

weeks as euphoria after last month's UK election gave way to

anxiety over the risk of a no-deal Brexit at the end of 2020.

The pound GBP= was last trading at $1.3157, down 0.73% on

the day.

Benchmark 10-year notes US10YT=RR rose 12/32 in price to

yield 1.8683%.

Germany's 10-year bond yield DE10YT=RR briefly hit -0.16%

on optimism better U.S.-China trade relations will spur global

growth, denting safe-haven assets. The yield on the bund, a benchmark for European lending,

soon slid to -0.23%.

Oil prices steadied after early gains as signs of improving

U.S.-China trade relations eased demand concerns and rising

tensions in the Middle East provided support.

Brent crude futures LCOc1 rose 7 cents to $66.07 a barrel,

while U.S. West Texas Intermediate (WTI) crude CLc1 rose 8

cents to $61.14 a barrel.

Spot gold XAU= added 0.8% to $1,528.62 an ounce, having

notched a three-month high of $1,530.60 earlier in the session.

China policy rates and RRR https://tmsnrt.rs/2QDXEXR

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