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British data prompts global bond selloff; U.S. stocks flat

Published 10/27/2016, 12:50 PM
© Reuters. Traders work at their desks in front of the German share price index, DAX board, at the stock exchange in Frankfurt
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By Hilary Russ

NEW YORK (Reuters) - Strong growth data out of Britain prompted the worst daily selloff in gilts for months and pushed yields on the world's benchmark bonds higher on Thursday, as expectations eased for a Bank of England interest rate cut.

In the U.S., stock market losses led by Comcast and consumer discretionary stocks were offset by gains in the healthcare sector, while European stocks slid and the U.S. dollar hit highs against the Swedish crown and Japanese yen.

Official data showed that Britain's economy slowed only slightly in the three months after it voted to exit the European Union. It grew by 0.5 percent between July and September, a touch less than the second quarter's 0.7 percent, but tempering fears about an immediate economic impact following the Brexit decision.

Britain's 10-year government bond was up 12 basis points to yield 1.27 percent, on track for its biggest daily rise since June 2015.

German and U.S. equivalents (US10YT=RR) rose to their highest since early June at 0.19 percent and 1.86 percent, respectively.

"The stronger (gross domestic data) print in the UK has given further weight to speculation that the BoE will not provide further stimulus any time soon," said Rabobank strategist Richard McGuire.

In U.S. equity markets, investors took Qualcomm's deal (O:QCOM) to buy NXP Semiconductors (O:NXPI) for about $47 billion as a sign of confidence, sending up shares of both.

Despite beating earnings estimates a day earlier, Comcast (O:CMCSA) pulled the S&P and Nasdaq lower, falling as much as 2.7 percent following price target cuts from Barclays (LON:BARC) and Deutsche Bank (DE:DBKGn).

The Dow Jones industrial average (DJI) rose 17.5 points, or 0.1 percent, to 18,216.83, the S&P 500 (SPX) lost 0.11 points, or 0.01 percent, to 2,139.32 and the Nasdaq Composite (IXIC) dropped 12.85 points, or 0.24 percent, to 5,237.42.

Europe's STOXX 600 (STOXX) slipped 0.06 percent, with defensive sectors such as healthcare and utilities providing the biggest boost to the index, underscoring investor caution.

The MSCI all-country world stock index (MIWD00000PUS) was down 0.3 percent.

The U.S. dollar hit its highest in more than seven and a half years against the Swedish crown after dovish comments from Sweden's central bank, while the dollar hit a three-month high against the yen on expectations for a December Federal Reserve rate hike.

The dollar was last up 1.22 percent against the Swedish crown at 9.0164 crowns after touching 9.0424 crowns, its highest level since early March 2009.

Oil prices edged higher on a reported drop in U.S. crude oil inventories, and as commitments from Gulf OPEC members assuaged doubts in the market about cooperation from other producers.

© Reuters. Traders work at their desks in front of the German share price index, DAX board, at the stock exchange in Frankfurt

U.S. crude (CLc1) rose 65 cents, or 1.32 percent to $49.83 a barrel, while Brent crude (LCOc1) added 74 cents, or 1.48 percent, to $50.72.

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