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GLOBAL MARKETS-U.S. dollar falls, bond yields up as central bank views shift

Published 30/06/2017, 07:05 am
© Reuters. GLOBAL MARKETS-U.S. dollar falls, bond yields up as central bank views shift
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(Updates to U.S. market close)

* Yields rise as European central banks seen as less accommodative

* Tech selloff drags Wall St lower; bank stocks rise

* Sterling climbs to five-week high above $1.30

By Rodrigo Campos

NEW YORK, June 29 (Reuters) - The euro and sterling rose on Thursday and U.S. bond yields spiked as hawkish comments from central banks signaled an end to ultra-loose monetary policy on both sides of the Atlantic, while technology shares dragged Wall Street stocks lower.

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

With the Fed approving dividends and buybacks in major banks as part of another round of stress tests, U.S. financial stocks rose but not enough to offset declines in technology and interest rate-sensitive sectors. of the reason why tech is down today is the steam in the recent rotation out of some of big tech winners and into banks," said Michael Scanlon, portfolio manager at Manulife Asset Management in Boston.

The Dow Jones Industrial Average .DJI fell 167.58 points, or 0.78 percent, to 21,287.03, the S&P 500 .SPX lost 20.99 points, or 0.86 percent, to 2,419.7 and the Nasdaq Composite .IXIC dropped 90.06 points, or 1.44 percent, to 6,144.35. shares logged their biggest one-day loss in nine months as a rising hawkish chorus from central banks weighed on defensive, dividend-paying sectors. pan-European FTSEurofirst 300 index .FTEU3 lost 1.36 percent and MSCI's gauge of stocks across the globe .MIWD00000PUS shed 0.54 percent.

Emerging market stocks rose 0.19 percent. MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS closed 0.71 percent higher, while Japan's Nikkei .N225 rose 0.45 percent.

As euro zone bond yields rallied, the euro surged to as high as $1.1445 EUR= , its strongest since May 2016. The dollar index .DXY fell 0.46 percent, with the euro EUR= up 0.55 percent to $1.1439.

Bank of England Governor Mark Carney surprised many on Wednesday by conceding a rate hike was likely to be needed as the economy came closer to running at full capacity. sent sterling above $1.30 on Thursday for the first time in five weeks, leaving it close to its highest levels since last September. The pound GBP= was last trading at $1.3006, up 0.63 percent on the day.

The Bank of Canada also had its say, with two top policymakers this week suggesting they might tighten monetary policy there as early as July. Canadian dollar strengthened 0.30 percent versus the greenback at 1.30 per dollar. shifting monetary policy trajectories of other central banks is making other currencies more attractive relative to the U.S. dollar," said Kathy Lien, managing director at BK Asset Management in New York.

The Japanese yen strengthened 0.16 percent versus the greenback at 112.12 per dollar.

Benchmark U.S. Treasury yields rose to five-week peaks in sympathy with higher European government debt yields, as investors evaluated the likelihood of less accommodative policy. going on in Europe is really what's driving us here," said Brian Daingerfield, a macro strategist at NatWest Markets in Stamford, Connecticut.

Treasury 10-year notes US10YT=RR last fell 13/32 in price to yield 2.2666 percent, from 2.223 percent late on Wednesday.

U.S. oil futures were slightly higher after hitting a two-week peak, extending a rally into a sixth straight session after a decline in weekly U.S. crude production temporarily alleviated concerns about deepening oversupply. Brent ticked lower. crude CLc1 rose 0.29 percent to $44.87 per barrel and Brent LCOc1 was last at $47.36, up 0.11 percent on the day.

Gold fell as the central bank comments lifted bond yields.

Spot gold XAU= dropped 0.3 percent to $1,245.31 an ounce. U.S. gold futures GCcv1 fell 0.26 percent to $1,245.80 an ounce.

Copper CMCU3 rose 0.75 percent to $5,925.00 a tonne.

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global assets in 2017

http://reut.rs/1WAiOSC Global currencies vs. dollar

http://tmsnrt.rs/2egbfVh Global bonds dashboard

http://tmsnrt.rs/2fPTds0 Emerging markets in 2017

http://tmsnrt.rs/2ihRugV

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