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GLOBAL MARKETS-European stocks head for biggest rise in two months

Published 19/06/2017, 07:31 pm
© Reuters.  GLOBAL MARKETS-European stocks head for biggest rise in two months
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* Graphic: World FX rates in 2017 http://tmsnrt.rs/2egbfVh

* European stocks open 0.8 percent higher, France outperforms

* Asia ex-Japan, Nikkei gain as risk appetite returns

* Sterling little changed ahead of start of Brexit talks

* Euro steady on Macron's French parliamentary majority win

* Dollar muted after Friday's weak building, consumer data

By Marc Jones

LONDON, June 19 (Reuters) - European stocks headed for their biggest rise in two months on Monday as investors snapped up cut-price retail and tech stocks and France's shares and bonds cheered a meaty parliamentary majority for pro-business President Emmanuel Macron.

Europe's banks jumped too following broker upgrades for Credit Suisse (SIX:CSGN) .EU , while there was little sign of tension for the sector or for the pound GBP=D3 or euro EUR=EBS as formal Brexit negotiations kicked off in Brussels. showing that Macron had won a commanding majority in France's weekend vote saw Paris stocks .FCHI make a 1.1 percent gain as the country's bonds also outperformed in fixed income markets. GVD/EUR

"We expect the Macron reforms to transform France like the Thatcher reforms had cured the erstwhile sick man of Europe, the United Kingdom, some 35 years ago," said Berenberg European economist Holger Schmieding.

"And like the 'Agenda 2010' reforms had turned Germany from one of the weakest into one of the strongest economies in Europe almost 15 years ago."

Asia had kicked off the week strongly as well with a two-week closing high for Japan's Nikkei .N225 and 0.3 - 0.7 gains for Australian .AXJO and South Korean KOSPI .KS11

Chinese .CSI300 and Hong Kong stocks .HSI jumped 1 and 1.2 percent ahead of a decision by index provider MSCI on Tuesday, expected to see it add mainland-listed Chinese stocks to its top share benchmarks for the first time. data had also helped, with tight liquidity conditions looking to have eased and home prices up 10.4 percent in May from a year ago, although slowing from April's 10.7 percent gain. the environment still remains fairly positive for risk appetite," said Khoon Goh, head of Asia research at Australia and New Zealand Banking Group in Singapore.

Europe's retailers .SXRP also clawed back some ground having been clobbered along with U.S. peers like Wal-Mart (NYSE:WMT) WMT.N and Target TGT.N on Friday by net-giant Amazon (NASDAQ:AMZN)'s $13.7 billion deal to buy upscale grocer Whole Foods Market (NASDAQ:WFM).

It was Amazon's first major bricks and mortar acquisition in the sector and spooked traders on worries it could now be going hard after the traditional grocers. NEGOTIATIONS

In the currency markets, the differing messages of the world's major central banks on inflation and monetary policy prodded the dollar higher against the yen ahead of a series of appearances by U.S. Federal Reserve officials this week.

Fed chief Janet Yellen's confidence as her team raised interest rates for the third time in six months last week surprised investors who had expected more caution about the economy. FRX/

Sterling also nudged higher at just over $1.28 GBP=D3 and 87.42 pence per euro EURGBP=D3 ahead of the formal start of negotiations on Britain's planned exit from the European Union, expected to generate plenty of headlines for the currency in the weeks ahead.

Brexit Secretary David Davis starts negotiations in Brussels on Monday, which will be followed by a Brussels summit on Thursday and Friday where Prime Minister Theresa May will meet - but not negotiate with - fellow European Union leaders. agreement to Monday's agenda led some EU officials to believe that May's government may at last be coming around to Brussels' view of how negotiations should be run. May's own political survival is in doubt after she lost her parliamentary majority in an election this month. euro was steady at $1.1195 EUR=EBS , retaining Friday's 0.5 percent gain. The dollar index .DXY , which tracks the greenback against a basket of six global peers, was also little changed at 97.182.

The market is awaiting comments by New York Fed President William Dudley, a close ally of Yellen's, when he speaks at a business roundtable in New York state.

"In the wake of Friday's weak U.S. data, Dudley could provide insight into whether the Fed is still poised to continue normalising monetary policy," said Masafumi Yamamoto, chief forex strategist at Mizuho Securities in Tokyo.

In commodities, oil futures lingered near six-week lows over concerns about a supply glut amid faltering demand.

U.S. crude CLc1 slipped 0.35 percent to $44.58 a barrel, while global benchmark Brent LCOc1 dropped 0.3 percent to $47.21.

Gold touched a 3-1/2-week low earlier in the session and was trading down slightly at $1,250 an ounce at 0900 GMT.

For Reuters Live Markets blog on European and UK stock markets see reuters://realtime/verb=Open/url=http://emea1.apps.cp.extranet.thomsonreuters.biz/cms/?pageId=livemarkets

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