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GLOBAL MARKETS-Italy rally soothes Europe's UK election, ECB jitters

Published 08/06/2017, 10:34 pm
Updated 08/06/2017, 10:40 pm
© Reuters. GLOBAL MARKETS-Italy rally soothes Europe's UK election, ECB jitters
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* Graphic: World FX rates in 2017 http://tmsnrt.rs/2egbfVh

* ECB, Italy bank rescue, UK election, Comey in focus

* European stocks climb 0.6 pct, euro, pound sag 0.2 pct

* Dollar recovers from knock by yen ahead of Comey testimony

* Oil steadies, Qatar bonds extend falls after S&P downgrade

By Marc Jones

LONDON, June 8 (Reuters) - European stocks climbed but the euro and pound sagged as markets readied for a triple dose of excitement - an ECB signal of its next moves, a British election and testimony by the ex-FBI chief Donald Trump fired last month.

Much has been made of the 'Triple Threat Thursday' but beyond the commentary on the outside risks from those events, it was hard to see any real trepidation in prices.

London's FTSE .FTSE barely budged as UK voters headed to the polls. Euro zone stocks .STOXX50E rose as much as 0.6 percent as signs emerged of another bank rescue, this time in Italy and data showed the bloc growing at its fastest since the ECB started printing money central bank's latest meeting concluded with it reiterating that stimulus will remain unchanged until the end of the year, though it also tweaked its stance slightly to remove a reference to sub-zero rates potentially going lower.

Signs that a snap election in Italy was now looking less likely accelerated the rally in its stocks .FTMIB and bonds IT10YT=TWEB . Energy shares climbed too as oil recovered from a 5 percent drop the previous day. O/R

After a solid start the pound GBP= and the euro EUR=EBS both flagged. Sterling dipped 30 ticks to $1.2940 while the euro hit a day's low of $1.1220 on the ECB's comments, though that was just off a seven-month high. /FRX

The dollar was beginning to find some traction have spent most of the morning in a holding pattern. The yen JPY= had landed a glancing blow overnight after stimulus withdrawal talk from a Bank of Japan policymaker, but the greenback had all but recovered as focus returned to the day's main events.

Former FBI Director James Comey will be grilled by Washington politicians later over his statement that President Trump asked him to drop an investigation of former national security adviser Michael Flynn as part of a probe into Russia's alleged meddling in the 2016 presidential election.

Although it keeps pressure on Trump, Wall St markets largely shrugged it off after Wednesday's written testimony as not toxic enough to ratchet up the threat of an impeachment.

"To be honest, I'm absolutely staggered about the degree to which this geopolitical environment and developments are having absolutely no effect on markets," said Saxo Bank head of FX strategy John Hardy.

"I'm old enough to remember how nervous the market used to get about this kind of stuff back in the day. I admit I don't know how to price it, but it's really staggering."

With the VIX .VIX implied volatility index, the markets' so called 'fear gauge' hovering just above 10 percent, similar arguments are being made about the UK election and Mario Draghi's ECB news conference at 1230 GMT.

BATTLE FOR BRITAIN

For the ECB, soundings on downgraded inflation forecasts and background trepidation about banking sector stability make it highly unlikely it will conduct any major tightening of policy before the end of the year. tweaking its policy statement and dropping the easing bias on interest rates, it was a nod at the recent improvement in the euro zone economy. But by leaving the rest of it largely unchanged, it showed it is playing things safe. for the UK, for all the scenarios of a hung parliament or Labour-led coalition, the central assumption is for a slightly increased majority for the ruling Conservatives and averaging the very diverse opinion poll projections points to the same.

Spot sterling GBP= has been firm in recent days, although the jump in overnight implied volatility readings to some 30 percent - its highest since July - at least shows some pricing of possible risks over the next 24 hours. GBP/

The biggest moves of the week so far remain centered around ebbing energy prices and inflation outlooks in general.

Brent crude stabilized at $48.50 LCOc1 a barrel in European trading, after another steep drop briefly below $48 overnight. It is now down more than 7 percent year-on-year. O/R

With inventories showing no easing of the global glut, an ongoing row between Qatar and its Arab neighbours is seen as undermining the OPEC consensus about production cuts to limit oil supply.

Financially, the isolation of Qatar is taking its toll on the country's debt and currency markets. Standard & Poor's downgraded Qatar's debt on Wednesday and Moody's warned on Thursday that it saw risks too if the situation continued.

The riyal currency held near to an 11-year low in its pegged band and though stocks bounced more than two percent, Qatari sovereign dollar bonds extended their losses and the cost of insuring exposure to the kingdom's debt rose to the highest level since mid-November. expect that economic growth will slow, not just through reduced regional trade, but as corporate profitability is damaged because regional demand is cut off, investment is hampered, and investment confidence wanes," S&P said.

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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