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GLOBAL MARKETS-Trump impeachment move knocks stocks, Brexit rattles pound

Published 25/09/2019, 13:45
© Reuters.  GLOBAL MARKETS-Trump impeachment move knocks stocks, Brexit rattles pound
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* Push for Trump impeachment increases political risk

* European stocks tumble, U.S. futures point lower

* Oil falls on worries about global economy

* Brexit chaos deepens, pound drops 1%: https://tmsnrt.rs/2l2BqTR

By Karin Strohecker

LONDON, Sept 25 (Reuters) - World stocks fell to a two-week

low and risk assets withered on Wednesday after U.S. lawmakers

called for an impeachment inquiry into President Donald Trump,

raising the prospects of prolonged political uncertainty amid a

fresh rise in trade tensions.

Adding to geopolitical tensions was heightened uncertainty

over Britain's departure from the European Union after the

Supreme Court ruled Prime Minister Boris Johnson had unlawfully

suspended parliament. The pound fell about 1% in its biggest

daily decline since the end of July.

The move by Democrats in the U.S. House of Representatives

to impeach Trump has exacerbated market anxieties over global

recession risks and the U.S.-China trade dispute. Trump

delivered rebuked China for its trade practices in a speech on

Tuesday. MSCI's global stock index .MIWD00000PUS dropped 0.4% in a

fourth straight day in the red - the longest losing streak since

a rout at the end of July.

The pan-European STOXX 600 .SXPP dropped 1.4%, led by

technology stocks .SX8P . .EU France's CAC .FCHI tumbled

1.5%; export-reliant Germany .GDAXI fell 1.2%.

"It is hard to imagine how long can the truce with China

remain on trade and that is adding to the general cautious

environment for stocks," said Neil Mellor at BNY Mellon in

London. "As soon as markets start worrying about trade, they

look at central banks for help, but there is increasing pushback

from them, too."

The downturn in Europe followed declines in Asia. Tokyo's

Nikkei .N225 suffered its largest loss in three weeks. China

.SSEC and Hong Kong .HIS dropped 1% or more.

China's offshore yuan weakened, many other emerging-market

currencies weakened and oil futures extended their declines.

The downturn looked to continue in the United States, with

U.S. stock futures ESc1 indicating a 0.2% decline at open.

The impeachment inquiry and disappointing U.S. economic data

had knocked Wall Street on Tuesday, sending the S&P 500 .SPX

0.84% lower, its biggest daily decline in a month.

The U.S. House of Representatives will begin a formal

impeachment inquiry over whether Trump sought help from the

Ukraine to smear former Vice President Joe Biden, a front-runner

for the 2020 Democratic presidential nomination. It is unlikely that the inquiry will lead to Trump's removal

from office. Even if the Democratic-controlled House voted to

impeach Trump, he would then be tried in the Senate, where

Republicans hold the majority and are unlikely to convict him.

"Despite the drama this process will inject into the rest of

the President's first term, there is little justification for

altering asset allocation now, unless one thinks that this issue

is the decisive one that tips the U.S. economy into sub-trend

growth and/or a profits recession," said JPMorgan's head of

cross-asset fundamental strategy, John Normand.

PRETTY REMARKABLE

Markets have already been roiled by political disquiet in

Hong Kong from Britain to Italy and the Middle East, with the

latest developments prompting investors to ditch riskier assets

and flock back to safe havens.

The dollar index .DXY , measuring the U.S. currency against

a basket of six other major currencies, nudged 0.3% higher. The

safe-haven Swiss franc edged up 0.2% against the euro to 1.0845

francs EURCHF=EBS .

Sterling dropped 1% to $1.2377 GBP= , more than reversing

its gains from Tuesday when Britain's Supreme Court ruled

Johnson had unlawfully suspended parliament. Johnson vowed

Britain would leave the EU by an Oct. 31 deadline come what may,

but he now faces reinvigorated opposition to his plans.

Britain's FTSE index .FTSE dropped 0.8%. "Predicting the ultimate outcome of Brexit remains

difficult," said Mark Haefele, chief investment officer at UBS

global wealth management. "As a result, the longer-term

risk-return outlook for UK equities looks uncertain. We still

advise being nimble on sterling."

The move to safe havens also saw euro zone government bond

yields slip lower. Yields on sovereign debt across the bloc

plunged this week, with many at their lowest since Sept. 12,

when the European Central Bank announced a new wave of stimulus

measures to boost economic growth and inflation. DE10YT=RR

FR10YT=RR BE10YT=RR GVD/EUR

The yield on benchmark 10-year Treasury notes US10YT=RR

stood at 1.6387%, the two-year yield US2YT=RR at 1.6076%.

U.S. crude oil CLc1 dipped to $56.19 a barrel. Brent crude

LCOc1 dropped to $61.7 per barrel - both down nearly 2%. O/R

Asian countries top export items to China https://tmsnrt.rs/2NyAIcQ

GBP volatility https://tmsnrt.rs/2l2BqTR

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