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GLOBAL MARKETS-Shares slide before U.S. jobs data

Published 04/09/2015, 09:27 pm
© Reuters.  GLOBAL MARKETS-Shares slide before U.S. jobs data
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* Europe shares drop 2 percent before U.S. jobs report

* Euro edges up after hitting two-week low vs dollar

* Asia shares down for seventh straight week, worst run since 2011

* Oil sags back to $50 a barrel but up for second week

By Marc Jones

LONDON, Sept 4 (Reuters) - World shares slid towards their fourth weekly loss in the last five on Friday, as a boost from a supportive-sounding European Central Bank gave way to caution before U.S. jobs data.

Concerns about China consigned Asian shares .MIAPJ0000PUS to a seventh straight weekly loss and Europe's markets fell 2 percent after rising almost 2.5 percent on Thursday.

"Markets are worried about a too strong U.S. job report which could spark the Fed into hiking rates in September," said Philippe Gijsels, head of research at BNP Paribas (PARIS:BNPP) Fortis Global Markets.

Wall Street was set to follow suit, with index futures ESc1 pointing to a fall of 1.1 percent in the S&P 500 .SPX .

Thursday's gains in Europe were driven by ECB President Mario Draghi saying the bank was prepared to expand its 1 trillion euro stimulus programme aimed at lifting growth and inflation in the euro zone.

But Friday's focus was on whether U.S. jobs data due at 1230 GMT would keep the Federal Reserve on track to raise its record low interest rates later this year.

Economists polled by Reuters expect the U.S. economy to have produced 220,000 new jobs last month, continuing the robust employment creation of the past five years. Average hourly earnings are predicted to have risen by 0.2 percent, as they did in July. ID:nLNN7JEBEB

A strong reading will keep alive chances that a first Fed hike in almost a decade could come this month. Following a tough last month for global markets however, markets now see December or early next year as more likely.

"We were until recently firm Septemberists but now it's very much on a knife edge," said Luke Bartholomew at Aberdeen Asset Management in London.

"Market volatility has shaken them (Fed policymakers) somewhat ... so seeing that markets are very fragile, do they want to shock them with hiking now? I think that is a very live debate now."

In the foreign exchange markets, the dollar fell 0.8 percent against the yen to 119.10 JPY= as the safe-haven Japanese currency capped a third week of gains.

The euro was fractionally stronger at $1.1130 having been driven to a two-week low of $1.10875 and a four-month low against the yen EURJPY=R by Draghi's talk of more money printing. ID:nL5N1190VG

The ECB also cut its growth and inflation forecasts and warned of possible further fallout from China. Coupled with a potential delay to a Fed move, euro zone bond yields fell further on Friday, with German 10-year yields DE10YT=TWEB , hitting their lowest level in nearly a week at 0.69 percent.

"Fundamentally market reaction to U.S. data can be short-lived. In the medium-term perspective ECB QE matters more than U.S. non-farm payrolls so we think the bias is bullish for (German) Bunds," said BNP Paribas strategist Patrick Jacq.

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China's volatile markets

http://link.reuters.com/myh35w

China PMIs

http://link.reuters.com/zut45w

Global assets in 2015

http://link.reuters.com/dub25t

European bourses in 2015

http://link.reuters.com/pap87v

Currencies vs dollar

http://link.reuters.com/tak27s

World interest rates:

http://link.reuters.com/xyb96s

Oil prices

http://link.reuters.com/beb23v

Commodities performance

http://link.reuters.com/rac73w

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CRISIS PROPORTIONS

Strains in Asia stayed close to the surface despite hard-hit Chinese markets being closed for a second day for a holiday.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS chalked up its worst weekly losing streak since 2011 as it ended down 0.9 percent on the day and more that 4 percent on the week.

Japan's Nikkei .N225 fared even worse. It fell 2.5 percent on the day and 7 percent for the week as it slumped to a seven-month low.

There was so sign of relief for the region's emerging market currencies either.

Bank Negara Malaysia was spotted intervening to stem the ringgit's weakness as confidence continued to be hit by a corruption scandal swirling round Prime Minister Najib Razak.

The Institute of International Finance warned the current slump in emerging market stocks -- down 40 percent since April .MSCIEF -- and currencies had now reached "crisis proportions" ID:nL5N1194VS

In commodities markets, which have been battered by fears of a hard landing in China, trade remained highly volatile.

Brent crude LCOc1 slipped 0.4 percent to $50.47 per barrel although it was clinging to a second week of modest gains.

Copper CMCU3 fell 1.6 percent to $5,160 per tonne after surging to $5,314 on Thursday, a more than three-week high, as investors closed out positions before the U.S. jobs data.

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