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GLOBAL MARKETS-U.S.-China trade deal hopes restart stocks rally

Published 07/11/2019, 10:40
Updated 07/11/2019, 10:45
© Reuters.  GLOBAL MARKETS-U.S.-China trade deal hopes restart stocks rally
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* China says trade deal would see tariffs removed in phases

* European stocks at a more than 4-year high

* Nikkei idles near 13-mth high, most Asian markets flat

* Safe haven bonds sag as market optimism returns

* Dollar regains territory vs yen

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

* Asian stock markets : https://tmsnrt.rs/2zpUAr4

By Marc Jones

LONDON, Nov 7 (Reuters) - Europe's share markets hit a more

than 4-year peak and bond yields shuffled higher on Thursday, as

Beijing signalled a 'phase 1' trade deal with the United States

was close to being sealed.

Asia had been quiet overnight but things sparked just before

Europe opened when China's commerce ministry said the world's

two economic giants were working on a deal that would roll back

trade tariffs in different stages.

Cue optimism. The pan-European STOXX 600 index .STOXX rose

0.4% to its highest since July 2015 led by the export-heavy DAX

.GDAXI in Frankfurt despite worse-than-expected German

industrial output data. .EU

European government bond yields -- which move inverse to the

price -- rose too. Benchmark Bund yields were heading towards

their highest in more than three months while the dollar took

back ground from the safe-haven yen in the currency markets.

/FRX GVD/EUR

"Everything is moving together for now on this trade deal

news," said Saxo Bank's head of FX strategy John Hardy. "The

question is, how much was already baked into the cake and can we

really see more specifics?" he added.

Among the top gainers across European sub-sectors were

automakers .SXAP and miners .SXPP , while defensive plays

such as telecoms .SXKP and utilities .SX6P fell, which all

pointed to higher risk appetite.

E-Mini futures for the S&P 500 ESc1 , which has already set

a new record high this week, were also a solid 0.5% better off.

Asia in contrast had barely budged. MSCI's broadest index of

Asia-Pacific shares outside Japan .MIAPJ0000PUS dipped a

slight 0.2%, just off a six-month high hit earlier in the week.

Japan's Nikkei .N225 dithered either side of flat in very

quiet trade, having touched a 13-month top on Wednesday. South

Korean stocks .KS11 stalled after hitting their highest since

May, while Shanghai blue chips .CSI300 eked out a 0.2%

rise. .T

Reuters reported on Wednesday that a meeting between U.S.

President Donald Trump and Chinese President Xi Jinping to sign

the interim trade deal could be delayed until December as

discussions continue over terms and venue. Among various suggestions was to sign a deal after a

scheduled NATO meeting in London in early December. "One could take the view that by not committing to meet the

original deadline it gives more time for a somewhat more

comprehensive agreement to be thrashed out," said Ray Attrill,

head of FX strategy at National Australia Bank.

The overnight pause in the risk rally helped U.S. bonds

recoup a little of their recent losses. Yields on benchmark U.S.

10-year notes US10YT=RR fell back to 1.84% from a two-month

top of 1.87%.

That kept the dollar in check, it was at 109.00 yen JPY=

from a weekly high of 109.24 and was a smidgen lower on a basket

of currencies at 97.965 .DXY .

The euro was trying to sustain a bounce at $1.1079 EUR= ,

perilously close to chart support at $1.1060.

Spot gold was little changed at $1,490.38 per ounce XAU=

and well within recent tight trading ranges.

Oil prices clawed higher after taking a hit from a

surprisingly large build in U.S. crude inventories. O/R

U.S. crude CLc1 was 57 cents higher at $56.92 a barrel,

while Brent crude LCOc1 made 50 cents to $62.23.

Asia stock markets https://tmsnrt.rs/2zpUAr4

Asia-Pacific valuations https://tmsnrt.rs/2Dr2BQA

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