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GLOBAL MARKETS-Dollar softening boosts equities, commodities

Published 05/02/2016, 08:19 am
Updated 05/02/2016, 08:20 am
© Reuters.  GLOBAL MARKETS-Dollar softening boosts equities, commodities
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* Materials sector rallies, Wall St ends flat

* Dollar falls further vs major currencies

* Oil falls as producer uncertainty offsets weak dollar

* European shares edge lower as Credit Suisse weighs (Adds close of U.S. markets, oil settlement prices)

By Chuck Mikolajczak

NEW YORK, Feb 4 (Reuters) - Global equity markets rose on Thursday as diminished expectations of U.S. interest rate hikes this year pushed the dollar lower, which in turned boosted the prices of many commodities.

The dollar .DXY fell for a fourth day on the latest batch of soft U.S. data, while comments from a U.S. Federal Reserve policymaker on Wednesday were viewed as a sign further rate hikes could be delayed. comments were buttressed on Thursday by Robert Kaplan, the new head of the Dallas Fed, who said the central bank should be "patient" on rate increases. big move down in the dollar seems as much about the Fed and the reality that aside from the employment data in the U.S., you haven't gotten a lot of good news anywhere you have looked," said Brian Nick, head of tactical asset allocation for UBS Wealth Management Americas in New York.

"Even though everybody else is still easing, it seems like the Fed is going to be on hold, our call has moved from March to September, so lower for longer is the word."

The recent weakness in the greenback has provided investors the incentive to take profits in successful trades against commodities and emerging markets, which had suffered after a run higher by the dollar.

The U.S. currency fell 0.8 percent against a basket of major currencies .DXY on Thursday and is down 3 percent for the week, on pace for its worst week since May 2009. It hit a 3-1/2 month low against the euro EUR= and held close to a two-week low against the Japanese yen JPY= . was volatile, fluctuating between gains and losses, following a sharp climb in the prior session, as investors assessed the potential for talks on a production cut. LCOc1 settled down 1.7 percent at $34.46 a barrel, after hitting a high of $35.84 earlier in the day, while U.S. crude CLc1 settled off 1.73 percent at $31.72 after reaching a high of $33.60.

The fall in the dollar also helped push metals higher, with copper CMCU3 and zinc CMZN3 both up more than 1 percent. In turn, that lifted emerging markets, whose economies are highly depending on commodities. The MSCI emerging markets index .MSCIEF climbed 2.7 percent. Dow Jones industrial average .DJI rose 79.92 points, or 0.49 percent, to 16,416.58, the S&P 500 .SPX gained 2.92 points, or 0.15 percent, to 1,915.45 and the Nasdaq Composite .IXIC added 5.32 points, or 0.12 percent, to 4,509.56.

The U.S. gains were led by a 2.8 percent climb in the materials sector .SPLRCM . The MSCI World equity index .MIWD00000PUS rose 0.8 percent.

European shares dipped, with the pan-European FTSEurofirst 300 index .FTEU3 off 0.15 percent, weighed down by a drop of nearly 11 percent in Credit Suisse CSGN.VX , which reported a full-year loss. Commodity-related shares surged, however, as the STOXX Europe 600 Basic Resources Index .SXPP jumped 7.3 percent and the oil and gas index .SXEP climbed 3.3 percent. globally have had a dismal start to 2016, smacked by tepid U.S. growth, falling oil prices and concern over a China-led slowdown on the world economy while the Fed embarked on a tightening monetary policy.

Ten-year U.S. Treasury yields US10YT=RR advanced 8/32 basis point to 1.8549 percent. XAU= , was last up 1.1 percent at $1,155.06 after hitting a three-month high at $1,157.20 an ounce.

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