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Recovery hopes drive shares, U.S. Treasury yields

Published 30/04/2021, 04:55 am
© Reuters.
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* MSCI world shares set for best month since November

* S&P 500, Nasdaq hit record highs

* Strong U.S. economic data boosts sentiment

* 10-year Treasury yields rise on bond sell-off

* Oil prices hit six-week highs

* World FX rates https://tmsnrt.rs/2RBWI5E

By Matt Scuffham

NEW YORK, April 29 (Reuters) - World shares extended gains and Treasury yields rose on Thursday, after strong U.S. economic data and the Federal Reserve's commitment to continue supporting the economy fuelled confidence in a recovery.

U.S. economic growth accelerated in the first quarter, fuelled by massive government aid to households and businesses, charting the course for what is expected will be the strongest performance this year in nearly four decades. that COVID variants remain contained, the second quarter is set for a further acceleration in growth as the re-openings continue," said Katherine Judge, senior economist at CIBC Capital Markets.

New York City aims to "fully reopen" on July 1 after more than a year of closures and capacity restrictions, Mayor Bill de Blasio said. L1N2MM1HG

The MSCI's gauge of stocks across the globe .MIWD00000PUS remained on course for its best month since November.

MSCI's gauge of stocks across the globe .MIWD00000PUS gained 0.41%.

The S&P 500 and Nasdaq Composite indexes hit record highs.

The Dow Jones Industrial Average .DJI rose 237.24 points, or 0.7%, to 34,057.62, the S&P 500 .SPX gained 29.36 points, or 0.70%, to 4,212.54 and the Nasdaq Composite .IXIC added 43.03 points, or 0.31%, to 14,094.06.

Benchmark 10-year notes US10YT=RR last fell 7/32 in price to yield 1.6432%, from 1.62% late on Wednesday.

"The economy is going to run hot these next couple of months and the bond market selloff will return and could make Treasury yields attempt to test the end of March highs," said Edward Moya, senior market analysts at OANDA in New York.

The dollar stayed just off nine-week lows as the Fed's dovish outlook and bold spending plans from the White House furthered expectations that inflation will rise.

The dollar index =USD rose 0.123%, with the euro EUR= down 0.03% to $1.2119.

Fed Chair Jerome Powell said on Wednesday that "it is not time yet" to begin discussing any change in policy after the U.S. central bank left interest rates and its bond-buying programme unchanged, despite taking a more optimistic view of the country's economic recovery. on Wednesday, U.S. President Joe Biden proposed a sweeping new $1.8 trillion spending plan in a speech to a joint session of Congress. Fed's stance, strong U.S. corporate earnings and the notion that Biden is going big on infrastructure were all supportive for markets, said François Savary, chief investment officer at Swiss wealth manager Prime Partners.

"The Fed confirmed the roadmap for any change in policy, which is a reassuring factor," he said. "It looks like tapering won't materialise until 2022 and that has induced weakness for the dollar, is supportive of market liquidity and means less pressure on emerging markets."

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS closed 0.19% higher, while Japan's Nikkei .N225 rose 0.21%.

European stocks ended lower as a rise in euro zone bond yields saw investors lock in profits at near-record levels.

The pan-European STOXX 600 index .STOXX fell 0.3% to 438.77, coming further off a record peak of 443.61 hit last week.

Oil prices were on track to hit six-week highs as strong U.S. economic data, a weak dollar and an expected recovery in demand outweighed concerns about rising output and the impact of higher COVID-19 cases in Brazil and India.

U.S. crude futures CLc1 settled at $65.01 per barrel, up 1.8%. Brent crude futures LCOc1 settled at $68.56 per barrel, up 1.9%.

Gold fell as U.S. Treasury yields gained.

Spot gold XAU= dropped 0.5% to $1,771.76 an ounce.

U.S. gold futures GCv1 settled down 0.3% at $1,768.3.

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http://tmsnrt.rs/2egbfVh Global asset performance

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