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FOREX-Dollar on defensive as U.S. recovery story in doubt

Published 03/08/2020, 10:41 am
Updated 03/08/2020, 10:42 am
© Reuters.
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* Graphic: World FX rates in 2020 https://tmsnrt.rs/2RBWI5E

By Hideyuki Sano

TOKYO, Aug 3 (Reuters) - The U.S. dollar ticked up in early Monday trade, clinging to its rebound late last week, but mounting concerns about a slowing U.S. economic recovery from coronavirus epidemic kept a lid on gains.

The dollar rose 0.3% to 106.20 yen JPY= , having gained almost 1% on Friday thanks in part to month-end buying following its dive into a 4-1/2-month low of 104.195.

The euro also shed 0.3% to $1.1744 EUR= , off Friday's two-year high of $1.1908.

The common currency hit a speed bump as there were some technical signs of being over-bought in the near-term, and with speculators' long position hitting a record level, said Minori Uchida, chief currency analyst at MUFG Bank.

"But the dollar's decline is likely to continue. Real U.S. interest rates are declining even as the country is running a big current account deficit, a situation we hadn't have for a long time," he said.

U.S. bond yields have fallen to their lowest level since the market turmoil in March triggered by the pandemic, with the 10-year yield US10YT=RR slipping to near 0.50%, undermining the yield attraction of the dollar.

That reflected worries U.S. economic recovery could be undercut by a resurgence in COVID-19 cases.

U.S. policy makers have so far struggled to clinch a deal to pump more money into the world's largest economy even as an expanded unemployment benefit, worth about $75 billion per month and accounting for nearly 5% of personal income, expired on Friday. House Chief of Staff Mark Meadows said on Sunday he was not optimistic on reaching agreement soon on a deal for the next round of legislation to provide relief to Americans hit hard by the coronavirus pandemic. growing U.S. fiscal deficit to finance the stimulus prompted Fitch Ratings to revise the outlook on the United States' triple-A rating to negative from stable. the market has not shown immediate reaction to the downgrade, that made a sharp contrast with the European Union, which got a boost from Standard and Poor's decision to upgrade its rating outlook to positive from stable. on the euro has improved after European Union leaders agreed last month to a 750 billion euro economic recovery fund - while also taking on debt jointly in a major boost to regional cooperation.

Another source of concern is an intensifying tension between Washington and Beijing as U.S. President Donald Trump threatens to ban TikTok, a popular video app run by China's ByteDance.

Secretary of State Mike Pompeo said on Sunday Trump will take action shortly on Chinese software companies that are feeding data directly to the Beijing government, posing a risk to U.S. national security.

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