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GLOBAL MARKETS-Trade optimism lifts world stock markets

Published 26/11/2019, 09:47
© Reuters.  GLOBAL MARKETS-Trade optimism lifts world stock markets
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* Graphic: World FX rates in 2019 http://tmsnrt.rs/2egbfVh

By Dhara Ranasinghe

LONDON, Nov 26 (Reuters) - World stocks hit their highest in

almost two years on Tuesday, keeping record highs in sight,

following fresh signs that the United States and China were

working to end a bitter trade war that has dealt a blow to the

global economy.

China's Vice Premier Liu He, U.S. Trade representative

Robert Lighthizer and U.S. Treasury Secretary Steven Mnuchin

held a phone call on issues related to a phase one trade

agreement on Tuesday, China's commerce ministry said.

This, alongside a strong Hong Kong debut for Chinese

e-commerce giant Alibaba in the world's largest share sale of

this year, boosted stock markets in Asia .MIAPJ0000PUS .N225

.AXJO .

Alibaba shares 9988.HK BABA.N opened almost 7% higher in

Hong Kong than their issue price and at a small premium to

pricing in New York. The listing has been seen as a vote of

confidence in Hong Kong after months of anti-government protests

that have rocked the former British colony.

European shares were marginally lower in early trade

.GDAXI .FCHI although the pan-European STOXX 600 .STOXX

remained within striking distance of four-year highs.

MSCI's 49-country main world share index edged up 0.1%

.MIWD00000PUS , having touched its highest level in almost two

years. It is less than 1% off record highs hit in early 2018.

Trade in U.S. stock futures were a tad firmer ESC1

1YMc1 .

A flurry of major acquisition activity has also supported

world shares, with France's LVMH LVMH.PA offering to buy U.S.

jeweller Tiffany & Co TIF.N and Charles Schwab Corp's SCHW.N

agreeing to purchase U.S. discount brokerage TD Ameritrade

Holding Corp AMTD.O . Still, optimism over U.S./China trade talks remained the key

driver following positive headlines from the world's two biggest

economies on this front in recent days.

"While it is easy to be sceptical about these sorts of

reports, given we've heard them so many times before,

particularly the ones about a roll back of tariffs, they do tend

to create a momentum all of their own," said Michael Hewson,

chief market analyst at CMC Markets.

"Even when they are denied, and no matter how cynical you

are, it has tended to be a fool's errand in standing in the way

of any move higher."

The United States has imposed tariffs on Chinese goods in a

16-month long dispute over trade practices that the U.S.

government says are unfair. China has responded with its own

tariffs on U.S. goods.

The next important date to watch is Dec. 15, when Washington

is scheduled to impose even more tariffs on Chinese goods.

Japan's yen fell to a two-week low of 109.205 per dollar

JPY=EBS , while the Swiss franc CHF= traded near a six-week

low against the greenback as the optimistic tone sapped demand

for safe-haven currencies.

In the offshore market, the yuan CNH=D3 briefly rose to a

one-week high of 7.0188 versus the dollar.

Yields on safe-haven government bonds in the euro zone

DE10YT=RR nudged higher, although the limited rise in

borrowing costs suggested caution from bond investors.

"What we have seen, especially if I look at the equity side,

is that the optimism (on U.S./China trade talks) is quite high

so we rather have the potential for a risk-off move," said

Sebastian Fellechner, a rates strategist at DZ Bank in

Frankfurt.

Elsewhere, Bitcoin BTC=BTSP , the world's biggest

cryptocurrency, was 1.6% firmer at $7,236.71, recovering from a

six-month low on Monday after the People's Bank of China

launched a fresh crackdown on cryptocurrencies. U.S. crude CLc1 was flat at $58 a barrel. Brent crude

LCOc1 was also little changed on the day at $63.66 per barrel.

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