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GLOBAL MARKETS-Asian stocks inch up, defy U.S. stimulus gloom

Published 2020-10-06, 11:04 p/m
© Reuters.
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* MSCI AxJ up 0.2% to two-week peak

* ASX up 0.8% after expansionary budget, QE hopes lift AU bonds

* Currency, bond markets await Fed minutes

* Asian stock markets: https://tmsnrt.rs/2zpUAr4

By Tom Westbrook and Imani Moise

SINGAPORE/NEW YORK, Oct 7 (Reuters) - Asian stock markets edged higher on Wednesday, brushing off Wall Street's weaker finish, which came after U.S. President Donald Trump abruptly broke off economic stimulus negotiations with lawmakers.

Trump cancelled talks with Democrats in a Tweet saying that negotiations will stop until after the election, when he promises a major stimulus bill. sent Wall Street tumbling and safe assets like the dollar and bonds higher. Investors in Asia, however, seemed less rattled, holding a view that stimulus would be delayed rather than derailed.

MSCI's broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS crept 0.2% higher to a fresh two-week peak, led by a 0.8% gain in Australia .AXJO where an expansionary budget lifted stocks. .AX

Broad gains in Hong Kong .HSI lifted the Hang Seng 0.7% while Japan's Nikkei .N225 fell 0.2%. .HK .T

S&P 500 futures ESc1 wobbled either side of flat, finding some support from Trump tweets seeming to promise backing for individual pieces of fiscal stimulus. The dollar was steady at its highest level for the week so far. Oil prices slid and the strong dollar squashed gold to a one-week low.

"There are a couple of ways we still get stimulus, but none of them occur before the election now," said ING's chief economist in Asia, Rob Carnell, since both contenders are promising it.

"One way or another we're going to get some stimulus, it's just we're not going to get it now - so we'll tread water for a bit."

China's stock, bond and currency markets are closed for holidays until Oct. 9.

The end to U.S. stimulus talks comes as a few wobbles hit the world's coronavirus recovery. hiring is slowing and on Tuesday U.S. Federal Reserve Chair Jerome Powell warned of the risks if authorities did too little to support the economic rebound.

"The risks of overdoing it seem, for now, to be smaller," Powell said. "Even if policy actions ultimately prove to be greater than needed, they will not go to waste." markets, which have rallied for a few weeks on hopes of a breakthrough in stimulus talks, tanked on Tuesday. The Dow .DJI fell 1.3%, the S&P 500 .SPX dropped 1.4% and the Nasdaq .IXIC fell 1.6%. .N

COUNTING DOWN THE MINUTES

The flight to safety overnight partially unwound what had been the steepest U.S. bond market selloff in about a month. The yield on benchmark 10-year U.S. government debt US10YT=RR fell two basis points to 0.7403%. US/

Currency traders also bought back dollars, pushing the dollar index =USD to its highest since late last week and leaving both foreign exchange and bond markets delicately poised ahead of the release of Fed minutes at 1800 GMT. FRX/

Investors are watching for clues as to how Fed members are thinking about the central bank's new and more accommodative approach to inflation and what they might do to boost it.

"We think the risks lie more in the extent of disagreement within the FOMC than on the any potential dovish surprise," said Standard Chartered (LON:STAN) Bank's head of FX research, Steve Englander.

The risk-sensitive New Zealand dollar NZD=D3 sat at a one-week low of $0.6577. The euro EUR= was marginally lower at $1.1725.

The Aussie AUD=D3 also touched a week-low $0.7095 and Australian government bonds rallied across the curve, as investors bet a dovish tone from the central bank foreshadowed further monetary easing and perhaps more bond buying. AUD/

Jitters remained in commodity markets, with oil futures giving up some of their recent gains made amid supply concerns.

A larger-than-expected buildup in U.S. crude stocks had West Texas Intermediate futures CLc1 down about 2% to $39.91 a barrel. Brent crude futures LCOc1 fell 1.5% to $42.01 a barrel. O/R

Spot gold XAU= was steady at $1,879 an ounce after being whacked by a rising dollar overnight.

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

http://tmsnrt.rs/2EmTD6j

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