Investors unwind bearish bets as optimism grows on trade and stimulus

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Investors unwind bearish bets as optimism grows on trade and stimulus
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World stocks rose for the sixth straight day on Wednesday and bond prices fell a...

LONDON - World stocks rose for the sixth straight day on Wednesday and bond prices fell as investors continued to unwind safety bets, encouraged by hopes of a resolution to the Sino-U.S. trade standoff and signs Europe may be preparing to ease budget spending rules.

U.S. President Donald Trump’s firing of hawkish national security adviser John Bolton was also seen as a positive, as it could potentially lead to an easing of tensions with Iran. “We’re seeing yields backing up and safe havens and defensive equities underperform so we are seeing a bit rotation. I don’t think it’s a structural shift, it’s just that markets went too far and too soon, and we are seeing alleviation of that move,” said Justin Onuekwusi, a fund manager at Legal & General Investment Management.

Currency markets too reflected the risk-on mood, the dollar strengthening 0.2% to 107.795 yen, its highest in six weeks, and the British pound hovering near six-week highs of $1.2385 hit earlier in the week. But recent comments from policymakers have played down the prospect of sizeable asset purchases. That alongside signs Germany might eventually ease its long-held opposition to loosening budget rules, lifted bond yields across the bloc.

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