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GLOBAL MARKETS-Stocks rise, dollar slides, with eyes on U.S.-Sino trade talks

Published 10/10/2019, 11:48 PM
Updated 10/10/2019, 11:50 PM
GLOBAL MARKETS-Stocks rise, dollar slides, with eyes on U.S.-Sino trade talks
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* Turkey assets under pressure after Syria incursion
* Oil prices rise as OPEC pledges decision on supply
* Copper jumps over 1%, gold slides

(Updates prices, comments; changes dateline, previous LONDON)
By Rodrigo Campos
NEW YORK, Oct 10 (Reuters) - Stocks were near session highs
on Thursday after U.S. President Donald Trump said he would meet
with China's top trade negotiator on Friday, while oil rose as
OPEC pledged a decision on supply at its December meeting.
A drop in the U.S. currency, also tied to trade talks,
supported dollar-denominated commodity prices, while sterling
jumped after the British and Irish prime ministers said they
would continue discussions to try and agree a Brexit deal.
Markets were expected to remain volatile, with the focus on
the China-U.S. trade talks, as wild overnight gyrations
indicated traders were ready to chase every headline.
The euro hit its highest since Sept. 20 versus the dollar as
the greenback turned weaker across the board .DXY , partly due
to a Bloomberg report about a U.S.-China currency pact to stop
the yuan's devaluation. China's offshore yuan hit its strongest
levels in more than two weeks.
The risk-on environment weighed on the greenback, and even
harder on Japan's yen.
"There is growing optimism that we could get some partial
agreement on trade between the U.S. and China. I think both
sides are needing to have a win," said Edward Moya, senior
market analyst, at OANDA in New York.
"So there is less safe-haven demand for the dollar. If we
get some type of trade deal or mini-agreement or mandate, you're
going to see that being supportive of European assets. We're
seeing the euro now back above $1.10, which has been the
resistance," he added.
The dollar index .DXY fell 0.28%, with the euro EUR= up
0.32% to $1.1004.
Sterling GBP= was last trading at $1.2299, up 0.78% on the
day and the safe-haven yen suffered through a risk-on session,
recently down 0.44% versus the greenback at 107.97 per dollar.
The Turkish lira, under pressure this week after Ankara
began air attacks over northern Syria, gained 0.35% versus the
U.S. dollar at 5.85. It is still on track for its largest weekly
drop in eight.

TRADE THE TWEETS
Trump's tweet announcing his Friday meeting with Liu "is
giving market participants a reason to believe that perhaps a
trade deal or at least a partial trade deal might be announced
as early as tomorrow," said Robert Pavlik, chief investment
strategist at SlateStone Wealth LLC in New York.
Separately, Chinese state news agency Xinhua reported Liu
said Beijing was willing to reach an agreement with Washington
to prevent any further escalation in the trade war. The Dow Jones Industrial Average .DJI rose 240.79 points,
or 0.91%, to 26,586.8, the S&P 500 .SPX gained 27.86 points,
or 0.95%, to 2,947.26 and the Nasdaq Composite .IXIC added
76.91 points, or 0.97%, to 7,980.66.
Stock futures were down over 1% overnight on contradicting
reports of the state of talks between China and the United
States.
China is unlikely to be willing to make an easy compromise
with a U.S. president who seems increasingly vulnerable to
domestic political pressure as opposition Democrats seek to
impeach him, analysts said.
The pan-European STOXX 600 index .STOXX rose 0.83% and
MSCI's gauge of stocks across the globe .MIWD00000PUS gained
0.79%.
Emerging market stocks rose 0.56%. MSCI's broadest index of
Asia-Pacific shares outside Japan .MIAPJ0000PUS closed 0.35%
higher, while Japan's Nikkei .N225 rose 0.45%.
Treasury yields rose, also on hopes of a trade resolution
between the United States and China. However, some investors
highlighted the difficulty of using the rapidly shifting
headlines on trade to direct investment strategy.
"A choppy overnight session driven by conflicting signals
regarding trade negotiations highlights the difficulty in
chasing every 5 basis point move in yields, in that the
proximate justification can unwind just as quickly," said Ian
Lyngen, head of U.S. rates strategy at BMO Capital Markets.
Benchmark 10-year notes US10YT=RR last fell 19/32 in price
to yield 1.6525%, from 1.587% late on Wednesday.
The 2-year note US2YT=RR last fell 3/32 in price to yield
1.5161%, from 1.474% late on Wednesday.
Among the widely followed emerging markets, Turkey's
government bonds saw another day of falls as investors fretted
about the negative international reaction to Ankara's military
operation in northeast Syria. Focus was also on the mood in Ecuador, as another day of
fierce protests against recent fuel subsidy cuts hammered its
bonds on Wednesday. Safe-haven gold fell sharply while copper was on track to
post its largest daily percentage gain in a month.
Spot gold XAU= dropped 0.8% to $1,492.87 an ounce. Copper
CMCU3 rose 1.65% to $5,778.00 a tonne.

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Global assets in 2019 http://tmsnrt.rs/2jvdmXl
Global currencies vs. dollar http://tmsnrt.rs/2egbfVh
Emerging markets in 2019 http://tmsnrt.rs/2ihRugV
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