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GLOBAL MARKETS-Global shares advance on data boost from U.S., China

Published 2019-04-29, 04:36 a/m
GLOBAL MARKETS-Global shares advance on data boost from U.S., China
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* Graphic: World FX rates in 2019 http://tmsnrt.rs/2egbfVh

* U.S. GDP, China industrial profits data help stocks

* MSCI ACWI up 0.06 percent

* Italian bonds rally after S&P affirms rating

* Spain's IBEX falls over half a percent after elections

* Dollar dips

By Ritvik Carvalho

LONDON, April 29 (Reuters) - Global shares rose on Monday, aided by data showing profits at Chinese industrial firms grew for the first time in four months and a strong reading of U.S. first quarter growth data last week.

The MSCI All-Country World Index of shares .MIWD00000PUS , which tracks stocks in 47 countries, was up 0.06 percent after the start of European trading.

Most major European stock markets traded firmer, with the pan-European STOXX 600 .STOXX index up 0.1 percent. .EU

Spain's IBEX 35 index .IBEX underperformed peers, however, down over half a percent after Prime Minister Pedro Sanchez overcame a challenge from right-wing nationalists in elections on Sunday. The elections had little immediate impact on the country's bond market. GVD/EUR

Shares in Italian banks got a boost and Italian government bonds rallied after S&P Global (NYSE:SPGI) affirmed Italy's sovereign credit rating. nagged by uncertainty over the outlook for the global economy, investors were looking to a meeting of the U.S. Federal Reserve this week and Chinese factory data for further clues on policy direction in the world's biggest economies.

"For stock traders, it seems that the important catalysts are pointing higher: the U.S. sees strong domestic growth, low inflation keeps the Fed at bay and could potentially trigger a rate cut so it seems that equities have nowhere to go but higher - at least in the short term," said Konstantinos Anthis, head of research at ADSS.

Chinese blue-chips .CSI300 rose over 1 percent after losing 5.6 percent last week, leading Shanghai shares .SSEC to an intraday high in afternoon trade.

Australian shares .AXJO were down 0.4 percent after hitting an 11-year closing high on Friday, while Seoul's KOSPI .KS11 was up 1.4 percent.

Japan's financial markets are closed for a long national holiday this week, but Nikkei 225 futures index in Singapore SSIc1 was 0.9 percent higher.

Monday's gains follow data showing U.S. gross domestic product grew at a 3.2 percent annualised rate in the first quarter. FX strategist Jordan Rochester noted last week's U.S. GDP was driven by a surge in inventories, government spending, and a big contribution from net trade. "None of those are likely to be sustained, hence why market reaction was limited," he said in a note to clients.

"But overall, the past week has been dominated by higher U.S. equity prices and consequently a U.S. dollar outperformance story. In our view, this week should see a test of that new trend," he said, referencing upcoming economic data this week.

In China, fresh data showed industrial profits grew in March after four months of contraction, but analysts said sentiment remained fragile. Economists polled by Reuters expect factory activity in the world's second largest economy to grow at a steady but modest pace in April. contrast with weakness in Asian markets last week, Wall Street ended Friday on a high note, propelled by the GDP figures.

The March reading for core personal consumption expenditures (PCE), the Fed's favoured inflation measure, is due later on Monday. The central bank's Federal Open Market Committee (FOMC) will announce its policy decision on Wednesday, with Chairman Jerome Powell expected to balance the strong domestic growth data against persistent concerns over the global outlook.

Markets will also be looking to global factory activity surveys this week, particularly official and private readings on Chinese manufacturing which will both be released on Tuesday.

With Japan on an extended break, currency markets were calm ahead of the FOMC meeting and U.S. jobs numbers. The dollar was 0.2 percent higher against the yen at 111.74 JPY= , and the euro EUR= was up 0.1 percent at $1.1162.

The dollar index .DXY , which tracks the greenback against a basket of six major rivals, slipped 0.03 percent to 97.985.

Oil prices fell, extending a slump from Friday that ended weeks of rallying, after President Donald Trump demanded that producer club OPEC raise output to soften the impact of U.S. sanctions against Iran. O/R

Brent crude LCOc1 fell half a percent to $71.80 per barrel.

Spot gold XAU= was down 0.3 percent, trading at $1,281.81 per ounce. GOL/

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