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GLOBAL MARKETS-Stimulus hopes boost stocks to record; bitcoin soars

Published 17/12/2020, 08:35 pm
© Reuters.
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* MSCI all-country world index strikes all-time high

* Dollar hits two-year low

* Fed confirms backstop, Congress mulls stimulus

* Brexit trade deal hopes boost sterling to May 2018 highs

By Thyagaraju Adinarayan and Tom Westbrook

LONDON/SINGAPORE, Dec 17 (Reuters) - World stocks scaled new peaks and oil marched higher on Thursday as investors lapped up risky assets on hopes of a U.S. fiscal stimulus and the Federal Reserve's pledge to keep pumping cash into markets.

From stocks to safe-haven gold and volatile bitcoin, financial assets were in festive mood. Bitcoin hit another all-time high after first shattering the $20,000 level on Wednesday.

U.S. congressional negotiators were "closing in on" a $900 billion COVID-19 aid bill expected to include $600-$700 stimulus checks to individuals, lawmakers said on Wednesday.

Such checks issued during Spring led to money pouring into stock markets and bitcoin from punters, helping stocks recover quickly from the COVID-19 blow. A trader in London pointed to chances of a new retail-led boost to stock markets.

The general risk-on mood sent dollar to 2-1/2-year lows against major peers, while the MSCI world stock index .MIWD00000PUS reached a new high of 639.64. The index has climbed 16% since the end of October. Since then, multiple COVID-19 vaccine breakthroughs have been announced.

"While we expect stocks to benefit further from positive news on vaccine rollouts and U.S. fiscal support, the same cannot be said for the US dollar," said Mark Haefele, Chief Investment Officer at UBS Global Wealth Management.

"We see further (dollar) weakness ahead."

European stocks .STOXX and the euro rallied for the fourth straight session as investors built up positions in riskier assets, anticipating a sharp economic recovery in 2021 backed by wider vaccine rollouts and ultra-easy monetary policy.

The British pound hit May 2018 highs on hopes of a post-Brexit trade deal.

In Asia, MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS rose 0.6% to a record high. Japan's Nikkei .N225 rose 0.2% - just shy of a 29-year peak. .T

Wall Street stock futures were pointing to more upside, with S&P 500 futures ESc1 hitting a record high after the Nasdaq's .IXIC record close on Wednesday.

SANTA RALLY

Brent crude oil futures LCOc1 rose 1.2% to $51.71 a barrel, their highest since early March - before over-production fears and virus worries pushed oil prices off a cliff. O/R

"My suspicion is markets are inclined to extend this rally for two reasons," said Vishnu Varathan, head economist at Mizuho in Singapore, citing U.S. monetary policy support and vaccine rollouts.

"If new infection numbers don't go crazy...I think there is some scope for a so-called Santa rally into the end of the year," he said.

U.S. Federal Reserve Chairman Jerome Powell vowed on Wednesday to keep pouring cash in to markets until the U.S. economic recovery is secure.

Bond traders were disappointed he did not extend the Fed's purchase program deeper down the yield curve, and U.S. Treasuries sold off at longer tenors, but others took it as a signal the bank will have their back. US/

The Swiss National Bank kept its ultra-expansive monetary policy on hold, keeping the world's lowest interest rates and staying ready to launch currency interventions despite being labelled a currency manipulator by the United States.

The Swiss Franc was last at 0.8835.

Better-than-expected labour data in Australia pushed the Aussie AUD= as high as $0.7624, its strongest since mid-2018. AUD/

The Aussie is also riding high on surging prices for iron ore and a mood that has pushed currencies in Malaysia MYR= , Singapore SGD= , Thailand THB= , Taiwan TWD= , Sweden SEK= and Norway NOK= to milestone peaks. EMRG/FRX

The kiwi NZD= rose to its strongest since early 2018 after New Zealand's economic growth beat expectations. Treasuries steadied, with the yield on benchmark ten-year government bonds US10YT=RR flat at 0.9246%.

Cryptocurrency bitcoin BTC=BTSP extended gains after breaking past $20,000 overnight. It rose 8% to $23,058. Investors are attracted by its momentum - it is up 200% this year - and its purported resistance to inflation because of its limited supply. XAU= rose 0.3% to $1,869 an ounce. GOL/

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http://tmsnrt.rs/2jvdmXl Global currencies vs. dollar

http://tmsnrt.rs/2egbfVh Emerging markets

http://tmsnrt.rs/2ihRugV MSCI All Country Wolrd Index Market Cap

http://tmsnrt.rs/2EmTD6j Global stock indexes 2020

https://tmsnrt.rs/3mtrVXe

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