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GLOBAL MARKETS-Stocks bounce on report of U.S.-China trade talks

Published 27/03/2018, 02:50 am
© Reuters.  GLOBAL MARKETS-Stocks bounce on report of U.S.-China trade talks
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* Report of talks eases concern over potential trade war

* MSCI's World Equity index bounces off six-week low

* U.S. stocks rally after Friday's selloff

By Trevor Hunnicutt

NEW YORK, March 26 (Reuters) - Stocks in the United States, Japan and emerging markets rose on Monday, reflecting optimism that the United States and China are set to begin negotiations on trade.

MSCI's world equity index .MIWD00000PUS , which tracks shares in 47 countries, touched its lowest level since Feb. 9 but was then buoyed to a 0.81 percent gain after a Wall Street Journal report that U.S. Treasury Secretary Steven Mnuchin was considering a visit to Beijing to begin negotiations. of a rapprochement between the countries abbreviated the markets' hangover about a trade war pitting the world's two largest economies against one another.

The Dow Jones Industrial Average .DJI rose 302.37 points, or 1.28 percent, to 23,835.57, the S&P 500 .SPX gained 25.69 points, or 0.99 percent, to 2,613.95 and the Nasdaq Composite .IXIC added 70.57 points, or 1.01 percent, to 7,063.23. .N

"This is a time to be adding risk, not reducing it. We are confident purchases at current prices will prove to be a very good entry point for an eventual move to new all time highs this summer," wrote Morgan Stanley & Co LLC (NYSE:MS) equity strategists including Michael Wilson early on Monday.

"Friday's action does not dissuade us."

The Dow sank more than 1,000 points over the two days ended Friday while the selloff pushed the S&P 500 to within a hair of its 200-day moving average, a key level watched by market tacticians.

Emerging market stocks rose 0.69 percent. MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS closed 0.57 percent higher, while Japan's Nikkei .N225 rose 0.72 percent to erase earlier losses.

Fears of a trade war mounted this month after Trump first slapped tariffs on steel and aluminium imports, and then on Thursday specifically targeted China by announcing plans for tariffs on up to $60 billion of Chinese goods.

Signs of potential compromise were also supported by news that South Korea would be exempt from U.S. steel tariffs in a revision of the bilateral trade pact between the two countries. South Korea's benchmark share index .KS11 rose 0.84 percent. OF FEAR

Benchmark 10-year U.S. Treasury notes US10YT=RR were little changed, but with yields rising at the front of the curve as the government planned to sell a record high $294 billion of debt this week in a test of investor appetite. a sign of fear still hovering in the market, yields on longer-dated Treasury debt were falling at the back end of the curve. Spot gold XAU= added 0.6 percent to $1,354.65 an ounce at two-month highs.

The dollar index .DXY fell 0.38 percent.

European markets were mixed, with concerns over the formation of a new anti-establishment government in Italy weighing on Southern European debt in particular on Monday, though this was counterbalanced to an extent by a ratings upgrade for Spain late on Friday.

Italian bonds underperformed, with 10-year yields IT10YT=RR rising as much as 0.055 percentage points on further signs that the anti-establishment 5-Star Movement and the anti-migrant League might explore an alliance to form a government.

The pan-European FTSEurofirst 300 index .FTEU3 lost 0.81 percent. But the euro EUR= still moved up 0.7 percent to $1.2438.

In commodities, international Brent crude futures LCOcv1 were last at $69.32, down 0.7 percent on the day. The possibility of a full-blown trade war had weighed on the energy complex on fears that it could harm oil demand. O/R

<^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Graphic: World FX rates in 2018

http://tmsnrt.rs/2egbfVh Global assets in 2018

http://tmsnrt.rs/2jvdmXl

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