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FOREX-Yen drops on better risk appetite, awaits US news

Published 04/29/2009, 02:04 AM
Updated 04/29/2009, 02:16 AM
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* Dollar and yen ease ahead of U.S. GDP and Fed's decision

* Yen drops across the board in light trading

* Aussie, kiwi regain ground as risk aversion ebbs

By Anirban Nag

SYDNEY, April 29 (Reuters) - The U.S. dollar and the yen fell on Wednesday as risk aversion subsided slightly, lifting high-yielding currencies, though many were cautious ahead of U.S. gross domestic product data and a Federal Reserve meeting.

Trading was light in Asia with Tokyo shut for a local holiday. Selling in the yen, however, picked up with the euro rebounding from six-week lows against the Japanese currency and the Aussie recovering strongly from a one-month low.

Investors unwound some of the safe-haven trades of recent days, partly in response to improved U.S. economic data on consumer confidence and home prices, which supported tentative hopes the economy may be stabilising.

The euro rose 0.8 percent to 127.83 yen

Dealers said the rise was fuelled in part by short-term speculators covering short positions taken out at the start of the week when concerns about the swine flu outbreak escalated.

"The market is not ignoring swine flu but putting it in a bit more perspective and looking to put risk trades back on, so there's been buying in euro/yen," said Gerrard Katz, head of currency trading at Standard Chartered in Hong Kong.

The U.S. dollar also gained 0.4 percent against the yen to 96.82 yen. Traders said sell offers were building at 97.00-20 and preventing the U.S. currency from making further gains.

The Federal Reserve ends a two-day meeting on Wednesday and while rates are already near zero, analysts will be looking for any extension of quantitative easing and for any comments supporting a theory of green shoots of recovery appearing in the world's largest economy.

The Fed is due to issue a statement around 1815 GMT.

Patrick Bennett, a currency and rate strategist at Societe Generale, suspects the Federal Open Markets Committee (FOMC) will not entirely buy into the "green shoots" theory.

"There is a temptation to building on green shoots, but we suspect the FOMC will be cautious on the growth outlook and this could be a disappointment for investors," said Bennett.

U.S. GROWTH DATA

Markets also wait for first-quarter U.S. gross domestic product figures due at 1230 GMT. Median forecast is for an annualised contraction of 4.9 percent, but estimates range as deep as an 8.0 percent drop.

"Business investment and inventories will subtract drastically from growth, but if our view of a 2.8 percent contraction is correct, risk will certainly get another boost," said Alan Ruskin, chief international strategist at RBS Global Banking and Markets.

Risk appetite took a beating on Tuesday after the Wall Street Journal reported regulators had told Citigroup Inc and Bank of America they may need to raise more capital based on early results of the government's stress tests on banks..

"The market is pretty neutral right now on risk appetite. Let's see what happens with the stress tests," said a senior trader at a U.S. bank in Hong Kong.

The U.S. authorities are due to publish the results of "stress tests" of U.S. banks next week.

The euro found support from comments by a senior European Central Bank official, Lorenzo Bini Smaghi, who doused expectations that the ECB will embark on quantitative easing -- a policy of flooding the economy with funds to jump-start spending and lending.

Speculation the ECB may announce unconventional policy steps at its May 7 meeting has hurt the euro in recent weeks. But it extended gains on Wednesday, rising 0.4 percent on the day to $1.3205. (Additional reporting by Eric Burroughs in Hong Kong and Charlotte Cooper in Tokyo; Editing by Tomasz Janowski)

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