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Stocks Tumble With Coronavirus Angst Roiling Globe: Markets Wrap

Published 02/01/2020, 01:28 AM
Updated 02/01/2020, 01:36 AM
Stocks Tumble With Coronavirus Angst Roiling Globe: Markets Wrap
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(Bloomberg) -- The sell-off in stocks accelerated and bonds surged on concern the spread of the coronavirus will slam global economic growth.

The Dow Jones Industrial Average erased its 2020 advance as traders remained on edge over the impact of the deadly disease that’s now infected about 10,000 people around the world. Caterpillar Inc (NYSE:CAT). sank as its profit outlook trailed analysts’ estimates, adding to worries about global business spending. Amazon.com Inc (NASDAQ:AMZN). soared after a blowout quarter, delivering an unprecedented boost to its market value that now exceeds $1 trillion. Treasury 30-year yields breached 2% for the first time since October.

Long Into the Weekend? With China Open Looming, Investors Say No

Investors in China will get their first chance to trade since Jan. 23 on Monday, when financial markets reopen. For equities, the declines are likely to be exacerbated by the amount of leverage in the market. That could create a downward spiral where steep losses become steeper as traders face margin calls. As an example of how extreme selling can be, the Shanghai equity benchmark fell almost 6% in May, when it resumed trading following a holiday break on negative trade-war news. With all the angst over the viral outbreak this week, the offshore yuan tumbled past the key level of 7.

The final week of January has been tumultuous across global markets, as a barrage of corporate earnings, central-bank decisions and economic data landed in the growing shadow of the deadly epidemic. The outbreak will cut U.S. economic growth by 0.4 percentage point in the first quarter as the number of tourists from China plunges and exports to the Asian nation slow, according to Goldman Sachs Group Inc (NYSE:GS). Still, a report showed that American consumer sentiment increased in January to an eight-month high, indicating sustained optimism in the face of the coronavirus.

Global stocks headed toward their worst week and month since August, with the S&P 500 trimming its January advance to less than 0.5%. Alongside tech, defensive companies such as utilities and real estate have driven gains in the U.S. benchmark. Energy and material shares have underperformed.

“The virus outbreak represents this unknown that, frankly, markets aren’t very good at handicapping,” said David Lafferty, chief market strategist at Natixis Investment Managers in Boston. “It’s almost like an open-ended risk.”

Some other corporate highlights:

  • Exxon Mobil Corp (NYSE:XOM). and Chevron Corp. (NYSE:CVX) posted the weakest results in years amid disappointing numbers in almost all business lines.
  • Honeywell International Inc (NYSE:HON). sales forecast disappointed analysts as an industrial slowdown crimped revenue growth.
  • Boeing (NYSE:BA) Co. was cut by Moody’s Investors Service to the lowest tier of investment grade.
  • Visa Inc (NYSE:V). said the incentives it hands out to banks and retailers will climb faster than revenue and are on track to be at the high end of its targeted range for 2020.
  • Colgate-Palmolive (NYSE:CL) Corp. posted strong sales growth last quarter even as it raised prices to consumers.
Elsewhere, oil tumbled as the coronavirus spread stoked concerns that demand for transportation fuels will shrink. Crude briefly rebounded as OPEC and its allies considered emergency measures. The pound is ending a tumultuous month on a high note amid Britain’s exit from the European Union.

These are some of the main moves in markets:

Stocks

  • The S&P 500 dipped 1.3% as of 12:28 p.m. New York time.
  • The Stoxx Europe 600 Index fell 1.1%.
  • The MSCI Emerging Market Index slid 1.1%.
Currencies

  • The Bloomberg Dollar Spot Index fell 0.2%.
  • The euro increased 0.4% to $1.1081.
  • The Japanese yen appreciated 0.5% to 108.47 per dollar.
Bonds

  • The yield on 10-year Treasuries declined six basis points to 1.53%.
  • Germany’s 10-year yield decreased three basis points to -0.43%.
  • Britain’s 10-year yield fell two basis points to 0.524%.
Commodities

  • The Bloomberg Commodity Index decreased 0.2%.
  • West Texas Intermediate crude dipped 1.4% to $51.43 a barrel.
  • Gold fell 0.1% to $1,588.10 an ounce.

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