🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

GLOBAL MARKETS-Shares surge on China factory rebound, trade hopes

Published 01/04/2019, 07:25 pm
Updated 01/04/2019, 07:30 pm
© Reuters.  GLOBAL MARKETS-Shares surge on China factory rebound, trade hopes
EUR/USD
-
USD/JPY
-
AUD/USD
-
US500
-
AXJO
-
DE40
-
JP225
-
LCO
-
CL
-
US3MT=X
-
US10YT=X
-
KS11
-
SSEC
-
STOXX
-
MIAPJ0000PUS
-
MIWD00000PUS
-
DXY
-

* Graphic: World FX rates in 2019 http://tmsnrt.rs/2egbfVh

* China factory PMIs rebound

* European stocks post best daily gain in over a month

* 3m-10Y yield curve steepens above zero

* Aussie dollar jumps

By Ritvik Carvalho

LONDON, April 1 (Reuters) - Global stocks surged higher on Monday, extending gains from their best quarter in nearly 10 years, as strong Chinese factory activity data and signs of progress in U.S.-China trade negotiations gave investors reason to cheer.

European stocks posted their best daily gains since mid-February, with the pan-European STOXX 600 .STOXX index up 0.8 percent in early deals. Germany's trade-sensitive DAX .GDAXI outperformed with a 1 percent rise helped by gains in auto maker stocks. .EU

MSCI's All-Country World Index .MIWD00000PUS , which tracks shares in 47 countries, was up 0.4 percent on the day. It had just posted its best quarter since 2010.

"Investors' sentiment seems to be tilting to the side of optimism at the beginning of the second quarter, following a robust manufacturing report from China," said Konstantinos Anthis, head of research at ADSS.

China's official purchasing managers' index (PMI) released on Sunday showed factory activity unexpectedly grew for the first time in four months in March. private business survey, the Caixin/Markit PMI, released on Monday also showed the manufacturing sector in the world's second biggest economy returning to growth. news helps ease market participants' worries over the odds of an upcoming recession on a global scale, even though there are plenty of signs suggesting caution," Anthis said.

Recent signals from bond markets have alerted investors to the possibility of an imminent slowdown in the global economy.

Yields on short-dated government bonds in the United States had temporarily fallen below those of longer-dated bonds - a phenomenon known as yield curve 'inversion', which has preceded every major recession.

The 3-month/10-year yield spread has since pulled back from negative territory and stood around 3 basis points. US3MT=RR US10YT=RR

TRADE OPTIMISM

Earlier in Asia, MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS added 1 percent and the Shanghai Composite Index .SSEC rallied 2.6 percent.

Australian stocks .AXJO climbed 0.6 percent, South Korea's KOSPI .KS11 gained 1.3 percent and Japan's Nikkei .N225 advanced 1.4 percent.

"The rebound likely reflects both the resumption of production after the Chinese New Year break and renewed stimulus and policy easing," UBS strategists wrote in a note to clients.

"We expect China to continue easing policy, with signs of economic stabilization backing our overweight position on offshore Chinese equities in our Asia portfolios."

Stocks in Asia also took their cues from Wall Street, with the S&P 500 posting its best quarterly gain in a decade on Friday amid trade optimism. .N

The United States and China said they made progress in trade talks that concluded on Friday in Beijing, with Washington saying the negotiations were "candid and constructive" as the world's two largest economies try to resolve their drawn out trade war. currencies, the dollar fell 0.2 percent against a basket of currencies .DXY to 97.104.

The greenback had benefited from the flagging pound, which was on track to post its fourth day of losses in the wake of the Brexit saga.

But sterling was 0.2 percent GBP=D3 higher to the dollar at $1.3060 on Monday, after taking its latest knock after British lawmakers rejected Prime Minister May's Brexit deal for a third time on Friday. GBP/

The Australian dollar advanced 0.45 percent to $0.7127 AUD=D4 , also benefiting from the China data. The Aussie is sensitive to shifts in the economic outlook for China, the country's main trading partner.

The euro rose 0.2 percent to $1.1239 EUR= while the dollar gained 0.2 percent to 111.005 yen JPY= .

Oil prices rose, adding to gains in the first quarter when the major benchmarks posted their biggest increases in nearly a decade, as concerns about supplies outweigh fears of a slowing global economy. O/R

Crude oil prices added to Friday's gains, with U.S. West Texas Intermediate (WTI) futures CLc1 gaining 0.9 percent to $60.69 per barrel. Brent LCoc1 was 1.3 percent higher at $68.46 per barrel.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.