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GLOBAL MARKETS-Stocks gain as investors eye stimulus clues at Jackson Hole

Published 2020-08-26, 07:08 a/m
© Reuters.
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* U.S. benchmark bond yields rise

* Euro STOXX 600 gains 0.4%

* Fed chair due to speak at Jackson Hole on Thursday

* Markets expect clues on loose policy

* Gold falls for fourth straight day

* Graphic: 2020 asset performance http://tmsnrt.rs/2yaDPgn

* Graphic: World FX rates in 2020 http://tmsnrt.rs/2egbfVh

By Tom Wilson

LONDON, Aug 26 (Reuters) - Stocks and bond yields rose on Wednesday as investors made riskier bets amid optimism about U.S.-China trade and expectations of ample central bank stimulus before a key speech by the U.S. Federal Reserve chairman at Jackson Hole.

The broad Euro STOXX 600 .STOXX shrugged off early losses to gain 0.4% by late morning, with indexes in Frankfurt .GDAXI and Paris .FCHI up 0.5% and 0.2% respectively, though London's FTSE 100 .FTSE was down 0.2%.

The MSCI world equity index .MIWD00000PUS , which tracks shares in 49 countries, gained 0.1%. Wall Street futures gauges ESc1 were flat.

Traders also sold bonds, with the yield on U.S. 10-year debt US10YT=RR rising as high as 0.7190%, close to a two-month peak, as markets begin to price in a return to inflation and growth for major economies.

A day earlier, investors had dumped benchmark U.S. debt .US and bought stocks after a productive call between top Beijing and Washington officials stoked hopes of smoother trade relations between the world's two biggest economies. zone bonds calmed, with safe-haven Bund yields DE10YT=RR rising a smidgeon after enduring on Tuesday their biggest daily losses since May as better German economic data and trade dented hunger for government debt. many investors, bets on looser policy - the major driver of a powerful recovery for U.S. stocks from pandemic-driven lows in March - were at the forefront.

Fed Chairman Jerome Powell is due to speak at a virtual Jackson Hole symposium on Thursday, where investors think he could outline a more accommodative approach to inflation which would open the door to easier policy for a long time to come. Hole is a big one," said Jeremy Gatto, an investment manager at Unigestion in Geneva. "Investors are expecting a bit more clarity on what the Fed is looking at. We are likely to see a high level of accommodation for some time to come."

MORE POSITIVE

In another sign of a more positive mood, safe-haven gold XAU= faced collateral damage from rising bond yields, falling 0.5% as it headed for a fourth straight day of losses.

"Higher yields also tend to act as a headwind against the gold price," said John Hardy, head of FX strategy at Saxo Bank, in a note to clients.

The dollar edged up slightly, after taking a knock a day earlier on data that showed U.S. consumer confidence falling to the lowest in more than six years because of worries over the impact of the coronavirus pandemic on jobs. a basket of currencies the dollar =USD added 0.1% to 93.118, with prospects for the greenback seen as limited should Powell send a dovish message at Jackson Hole.

Data due later in the day is forecast to show growth in U.S. durable goods orders slowed in July, potentially offering further bad news for the dollar.

The Japanese yen JPY=EBS fell 0.2%, with MUFG analysts arguing that uncertainty over the health of Shinzo Abe, the long-serving premier, was adding to downward pressure along with advances for stocks and rising U.S. yields.

In commodity markets, a positive mood on trade and U.S. producers shutting most of their offshore output in the Gulf of Mexico ahead of Hurricane Laura kept Brent crude oil mostly steady.

Producers evacuated 310 offshore facilities and shut 1.56 million barrels per day of crude output, 84% of Gulf of Mexico's offshore production - near the 90% outage that Hurricane Katrina brought 15 years ago.

Brent futures LCOc1 lost 7 cents, or 0.2%, to $45.78 a barrel by late morning, shedding earlier gains, with the benchmark having settled at a five-month high a day earlier.

For Reuters Live Markets blog on European and UK stock markets, please click on: LIVE/

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