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Gold falls while stocks dip

Aug 24 2011 19:11 Reuters

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New York -  Gold prices dropped on Wednesday and were headed for their biggest two-day loss since the peak of the financial crisis, while the dollar rose as investors bet a speech by the Federal Reserve chairman later this week will not reveal any major central bank initiatives.

Even as investors pulled out of safe plays like government bonds and precious metals, world stocks edged lower.

US stocks were volatile, seesawing between gains and losses on investor skepticism that the Fed can offer any new policy prescriptions that can help the economy. Both world and US stocks rallied on Tuesday.

The rand extended losses but stayed in a familiar range and technical analysts expect the currency to remain stuck in that band as long as the euro/dollar pair holds its range. The JSE closed  more than 1% higher.

Markets have been in turmoil for the past month, weighing another possible US economic recession and the impact of the eurozone debt crisis on the global economy. Benchmark stock indexes are on track for their worst month since the fall of 2008, after the Lehman Brothers collapse.

Investors have been hoping for additional action from the US central bank to help.
“The speech is a real wildcard for markets so people are being cautious,” said Kathy Lien, head of research at GFT Forex in New York.

For gold investors, analysts said it’s time to take money off the table after a safe-haven rally extended too far, too fast in recent weeks. Bullion was up by as much as $400 since July.

Spot gold was down 2.5% at $1,783.29 an ounce, off its session low of $1 762.90. On Tuesday, it dropped about 4% after an early rise to a record $1 911.46.
The dollar edged up, but traders said there was little conviction behind the gain, as reflected by several back-and-forth moves inside fairly tight ranges.
The dollar was last up 0.2% against a basket of currencies.

Speculation is widespread in financial markets that Fed chief Ben Bernanke will use his Friday speech at a central banker conference in Jackson Hole, Wyoming, to signal a new monetary offensive to support the faltering US economy.

However, many analysts think Bernanke is most likely to outline gradualist measures, which would disappoint those looking for a big bang approach such as a fresh round of bond buying, or QE3.

“I think some of the dollar buying is based on the idea that (Fed Chairman Ben) Bernanke won’t be too aggressive just yet,” Lien said.

Upbeat US data

Stock investors initially tried to build on positive sentiment after weeks of selling. Supportive for some markets was data showing better-than-expected US durable goods orders, as well as a US Congressional Budget Office prediction of a decline in the deficit in coming years as a result of the government’s recent debt-reduction agreement.

World stocks as measured by MSCI were down 0.1% on the day.
On Wall Street, the Dow Jones industrial average was down 0.20%,  Standard & Poor’s 500 Index was down 0.22% and the Nasdaq Composite Index was down  0.69%.

The FTSEurofirst 300 index of top European shares gained for a third straight session and provisionally finished 1.3% stronger while Japanese shares sold off following Moody’s Investors Service’s downgrade of the country’s sovereign debt.

Tokyo’s Nikkei average closed down more than 1%. Overseas investors in particular reacted negatively to the downgrade.
Oil prices gained, while the benchmark 10-year Treasury note was last down 15/32 in price and yielding 2.21% up from 2.16% late on Tuesday.

 
 
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May 28 2012 09:33

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