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GLOBAL MARKETS-Dow's 20,000 barrier, weak European banks dent stocks

Published 29/12/2016, 08:49 pm
© Reuters.  GLOBAL MARKETS-Dow's 20,000 barrier, weak European banks dent stocks
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* Dow stumbles again at 20,000

* U.S. 10-year yield hits 2-week low

* European banks weigh on stocks

By Jamie McGeever

LONDON, Dec 29 (Reuters) - European shares, the dollar and bond yields fell on Thursday, with traders using the quiet holiday period to book some profit on the rise that had lifted all three to multi-year and in some cases record highs recently.

Weakness in European financial stocks helped push broader indices into the red, extending the slippage after soft U.S. housing data the previous day.

The yield on 10-year U.S. Treasury notes slipped to a two-week low, pulling the dollar to a two-week low against the yen.

"The dollar fall was mostly due to renewed doubts about the U.S. recovery after pending home sales dropped in November. This is where the risk-off reversal started," said Ipek Ozkardeskaya, senior market analyst at London Capital Group.

"This pushed the exhausted U.S. bulls to the sidelines and triggered a sell-off in both the dollar and U.S. stocks. We're seeing a bit of follow through in Europe today," she said.

The Dow Jones has reached record peaks in December and has come within 100 points of the 20,000 mark on the last 11 consecutive trading sessions, seven of them within 50 points.

The yen's strength, along with a 16 percent slump in Toshiba Corp's 6502.T shares after news of potential massive writedowns led to a downgrade of its credit ratings, saw the Nikkei .N225 shed 1.3 percent. index of leading 300 shares fell 0.3 percent to 1,425 points .FTEU3 , with bank stocks down 0.8 percent .SX7P .

Germany's DAX was off 0.3 percent too .GDAXI , while Britain's FTSE 100 eased 0.2 percent from Tuesday's record closing high of 7,106 points.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS was last up 0.3 percent, helping to keep global stocks in positive territory by the most slender margin of 0.1 percent .MIWD00000PUS .

The pullback on Wall Street Tuesday came amid light volumes. Wednesday was the first session when trades settle in January.

The Dow .DJI fell 0.56 percent, while the S&P 500 .SPX lost 0.84 percent and the Nasdaq .IXIC 0.89 percent. Weak home sales data were blamed for some of the selling.

U.S. bonds made a rare rally as the soft home sales report combined with surprisingly strong demand for a sale of new five-year Treasury notes. Yields on 10-year paper fell 3 basis points to their lowest in two weeks at 2.48 percent US10YT=RR .

Euro zone yields were also falling on concerns about the strength of a rescue plan for Italian banks and normal year-end caution. 10-year yields DE10YT=TWEB hit their lowest in seven weeks at 0.164 percent, while their discount to Treasury yields reached the widest on record.

The widening yield gap kept the euro restrained around $1.0450 EUR= even in the face of broad dollar weakness, after touching an eight-session trough of $1.0372 overnight. The euro was still up around 0.5 percent on the day.

The dollar eased 0.6 percent on the yen to 116.50 JPY= , while sterling recovered from a two-month low to trade 0.3 percent higher at $1.2263 GBP= .

"Yesterday's U.S. pending home sales number disappointed. Falling U.S. yields pushed the dollar generally lower," said Marshall Gittler, head of investment research at FXPrimus.

In commodity markets, oil was mixed after data showed a surprise build in U.S. crude inventories. U.S. crude CLc1 fell 0.2 percent to $53.95 a barrel, while Brent LCOc1 was last up 0.2 percent at $56.32. O/R

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https://t.co/YqIYLIbInP Chinese A-shares vs developed and emerging stocks

http://link.reuters.com/rac25w

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