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Safe havens surge, oil sinks as investor seek COVID respite

Published 11/18/2021, 09:53 PM
Updated 11/19/2021, 04:31 PM
© Reuters. FILE PHOTO: A man wearing a face mask is seen inside the Shanghai Stock Exchange building, as the country is hit by a novel coronavirus outbreak, at the Pudong financial district in Shanghai, China February 28, 2020.  REUTERS/Aly Song
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By Pete Schroeder

WASHINGTON (Reuters) - The Nasdaq Composite Index closed at a new record high Friday, but blue-chip U.S. stocks and oil sank amid renewed concerns about COVID-19, which also boosted safe havens like the U.S. dollar.

The surge by the tech-heavy Nasdaq came as investors fretted about renewed lockdowns, after Austria announced new restrictions to deal with rising cases and fears Germany could follow suit.

Banks and travel companies bore the brunt of the losses, as investors fretted about reduced economic activity if case numbers rise and jumped to safer havens in tech stocks.

"It's a normal time to take risk off. And in this case, there's just so much liquidity that the market doesn't go down - just people take risk off by going into safe havens," said Jay Hatfield, chief executive of Infrastructure Capital Management in New York. "Right now, COVID-19 is kind of a headline of the day. Every trade in the market right now is being driven by COVID."

The Dow Jones Industrial Average ended the week down 0.75%, closing for its fourth week down in five. The S&P 500 lost 0.14%, while the Nasdaq Composite added 0.4% and closed above 16,000 for the first time.

The MSCI world equity index, which tracks shares in 45 nations, fell 0.28%.

Renewed COVID worries also helped send oil prices down over 3%, after the sector had already been grappling with concerns over reduced demand and potential release of crude reserves to ease gas prices.

Brent crude was down 3.47% to $78.42 a barrel, while U.S. crude fell 3.67% to $76.11 per barrel. Both benchmarks were down for four straight weeks for the first time since March 2020.

SAFETY SEARCH

The return of COVID-19 fears led to a boost across a range of safe havens.

Long-dated U.S. Treasury yields dipped Friday on heightened demand. Benchmark 10-year notes last yielded 1.545%, after dropping as low as 1.515%, the lowest since Nov. 10.

The dollar surged after Federal Reserve Governor Christopher Waller called for quicker tapering of economic support to tighten up the central bank's monetary policy. Federal Reserve Vice Chair Richard Clarida said separately it may be appropriate to consider a quicker wind-down when the Fed next meets to set policy in mid-December.

The dollar index, which tracks the greenback versus a basket of six currencies, rose 0.51% to 96.029. The dollar is up roughly 1% on the week, while the euro hit a 16-month low.

© Reuters. FILE PHOTO: A street sign for Wall Street is seen outside the New York Stock Exchange (NYSE) in Manhattan, New York City, U.S. December 28, 2016. REUTERS/Andrew Kelly/File Photo

The dollar's gains came at the expense of gold. Spot gold prices fell 0.62% to $1,846.91 an ounce.

"Gold prices are declining after some hawkish Fed speak about accelerated tapering boosted the dollar," said Edward Moya, senior market analyst at brokerage OANDA.

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