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GLOBAL MARKETS-End of easy money? Euro surges, bond yields advance

Published 29/06/2017, 06:56 pm
© Reuters.  GLOBAL MARKETS-End of easy money? Euro surges, bond yields advance
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* Dollar index hits 9-month low, euro at 14-month peak

* Markets scent beginning of end of easy policy in UK, EU, Canada

* Global stocks touch record high as banks gain

* Sterling approaches $1.30, hits highest since before UK election

* Graphic: World FX rates in 2017 http://tmsnrt.rs/2egbfVh

By Jemima Kelly

LONDON, June 29 (Reuters) - The euro surged to its highest in over a year on Thursday, while bond yields and global shares also climbed, as a slew of hawkish comments from central banks signalled the era of easy money might be coming to an end for more than just the United States.

The dollar touched its lowest since October - before Donald Trump was elected U.S. president - against its broad index .DXY , as investors shifted to the view that the U.S. Federal Reserve might not be the only game in town when it comes to higher interest rates.

In Britain, Bank of England Governor Mark Carney surprised many by conceding a hike was likely to be needed as the economy came closer to running at full capacity. sent sterling surging GBP=D3 , with the currency coming within a whisker of $1.30 on Thursday for the first time in five weeks.

The Bank of Canada went further, with two top policymakers suggesting they might tighten as early as July. followed comments earlier in the week from European Central Bank President Mario Draghi that stimulus might need to be toned down so it does not become more accommodative as the economy recovers. is simply the central banks getting together and trying to arrest deflation," said Nomura's head of G10 currency trading Peter Gorra.

"They are trying to be as smart as they can and agreeing that they have to act in unison. I don't think this is necessarily a dollar move and I don't think the dollar's rally is over. They are just trying to add some two-way risk to the market."

ECB sources had tried to hose down talk of tightening, telling Reuters on Wednesday that markets had over interpreted Draghi's comments. But those comments could not stop the euro's rally, with the single currency hitting a 14-month high of $1.1435 EUR= .

Neither did they stop Germany's 10-year government bond yield hitting a five-week high on Thursday DE10YT=TWEB . Other bond yields also climbed higher. GVD/EUR

"If we want to know what the ECB is planning, we will choose a carefully scripted Draghi speech over anonymous sources every time," said Westpac currency strategist Sean Callow in Sydney.

The squall had already driven German short-term yields DE2YT=RR to their highest in a year, while yields on U.S. 10-year Treasuries were up 12 basis points so far this week at 2.24 percent US10YT=RR .

"STIFFER HEADWINDS"

European shares steadied .FTEU3 as bank stocks extended a winning streak, after the U.S. Federal Reserve cleared capital return plans from big banks. That offset losses among utilities and construction stocks, which tend to suffer from the prospect of higher interest rates. .EU

Shares in Europe's banks .SX7E rose for a fourth straight day, with news from the Fed adding steam to a rally already fuelled this week by expectations for monetary tightening by major central banks.

Those expectations also bolstered U.S. banking stocks, helping the S&P 500 score its biggest one-day percentage gain in about two months on Wednesday.

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

Wall Street looked set to open slightly higher again ESc1 , as MSCI's broad index of global shares hit a record high .WORLD .

Earlier, Japan's Nikkei .N225 added 0.45 while MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS rose 0.8 percent to its highest since May 2015.

"Central banks will be very cautious in their approach," said Martin Whetton, a senior rates strategist at ANZ.

"But once they start tightening in concert, and their bloated balance sheets start unwinding, it is fair to say that bonds, equities, house prices and other asset markets will face stiffer headwinds than they have for a long time."

The euro also surged to a 16-month top on the yen EURJPY= , as investors doubted the Bank of Japan would be in any position to begin winding back its stimulus for a long time to come.

The Canadian dollar vaulted to C$1.3006 CAD=D4 , having enjoyed its biggest daily gain in three months.

Traders at Citi called the currency reaction "extraordinary" with turnover as much as twice the daily average on Wednesday.

The dollar's fall boosted emerging stocks by half a percent. oil rose for a sixth straight session on a decline in U.S. output, but ongoing worries about global oversupply continued to drag. O/R

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