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Stocks and oil rebound after pre-holiday thumping

Published 2018-12-26, 12:30 p/m
© Reuters.  Stocks and oil rebound after pre-holiday thumping
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* Stocks, oil stage comeback

* Trump administration official says Powell's job is safe

* Gold at 6-month highs; 8-session yen rally stalls

By Trevor Hunnicutt

Dec 26 (Reuters) - Stocks and oil prices rebounded on Wednesday as the Trump administration attempted to shore up confidence and markets welcomed a report on strong U.S. holiday spending.

MSCI's gauge of stocks across the globe .MIWD00000PUS gained 0.22 percent, while Brent crude futures LCOcv1 were last at $52.42, up 3.86 percent.

Benchmarks for both oil and stocks hit their lowest in more than a year on Monday, with the S&P 500 .SPX on the cusp of being in a bear market despite what is usually a calm week of trading shortened by the Christmas holiday. Markets in Britain, Germany and France were closed on Wednesday.

Kevin Hassett, chairman of the White House Council of Economic Advisers, said on Wednesday that U.S. Federal Reserve Chairman Jerome Powell's job was not in jeopardy. Just two days President Donald Trump described the Fed as the "only problem our economy has" as the central bank raises interest rates. have been unnerved by the potential for weaker economic growth exacerbated by a partial U.S. federal government shutdown. Trump has largely laid the blame for economic headwinds on the Fed, openly criticizing its chairman, whom he appointed.

U.S. Treasury Secretary Steven Mnuchin has also raised market concerns by convening a crisis group amid the sharp pullback in stocks.

One economist said the Fed holds the key to calming markets.

"In the end, we believe that the Fed is the only presence capable of ending the current confusion in the markets," Kenta Inoue, senior market economist at Mitsubishi UFJ Morgan Stanley (NYSE:MS) Securities, said in a note. "The White House will probably keep making gestures intended to halt the rout in stocks, but the federal government is likely to remain shut into the new year. The U.S.-China trade war also shows no signs of a resolution."

Investors welcomed news that sales during the U.S. holiday shopping season rose 5.1 percent to over $850 billion in 2018, the strongest in the six years, according to a Mastercard Inc (NYSE:MA) report, as shoppers were encouraged by a robust economy and early discounts. Dow Jones Industrial Average .DJI rose 234.5 points, or 1.08 percent, to 22,026.7, the S&P 500 .SPX gained 29.11 points, or 1.24 percent, to 2,380.21 and the Nasdaq Composite .IXIC added 112.71 points, or 1.82 percent, to 6,305.63. .N

The risk-off move in recent weeks has been a boon for U.S. government bonds. On Wednesday short-term bonds that benefit from more easygoing Fed policy rose in price, while longer bonds sensitive to inflation and risk sentiment declined. Benchmark 2-year Treasuries US2YT=RR last rose 2/32 in price to yield 2.5565 percent, while the 30-year bond US30YT=RR last declined 5/32 in price to yield 3.0101 percent. US/

"Breathe on these markets and corrective rebounds could ensue," said Citigroup Inc (NYSE:C) analysts Bill O'Donnell and Ed Acton in a note as investors react to a Fed tightening policy and rising rates. "We think we'll recognise the signs when sustainable trend reversals have been established and at the moment we see none of those signs."

Meanwhile, a risk-off move that benefited the Japanese yen versus the U.S. dollar for eight straight trading sessions lost a bit of steam. The yen JPY= weakened 0.05 percent versus the greenback at 110.35 per dollar. FRX/

Gold continued to attract buyers in the uncertain market, with spot prices XAU= adding 0.8 percent to $1,278.50 an ounce and at six-month highs. GOL/

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