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JSE flat on weak Wall Street

Nov 18 2009 17:50

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Johannesburg - The JSE ended flat on Wednesday held back by weaker US markets which opened lower on worse-than-expected housing starts data, an equities trader said.

At 17:00 the JSE all share index was flat, down 0.13%, with resources weakening 0.38%. Platinum producers were off 0.81% while gold miners were flat, down 0.13%.

Banks were also flat, up 0.09%, financials eased 0.29%, while industrials edged up 0.23%.

The rand was bid at 7.43 to the dollar, from 7.45 when the JSE closed on Tuesday. Gold was quoted at $1 147.45 a troy ounce from $1 146.32/oz at the JSE's last close, and platinum was at $1 455.50/oz, from $1 454/oz at its previous close.

"We saw a flattish close. It was a volatile day. We saw our market stay positive until the housing starts figures came out in the US. After that we turned negative and then we moved positive a few minutes later," the trader said.

"The market is not sure which way to go. It looks like the momentum is going forward, all who missed the run now want to be part of it.

"The US has opened negative and that is on the back of the worse-than- expected housing starts. That market is holding us back.

"The rand is still very strong moving in a narrow band. The gold price is still very, very high, the dollar strengthened, but that didn't pull the gold price down," he said.

Dow Jones Newswires reported that US stocks opened lower on Wednesday as an unexpected decline in home construction and building permits in October damped consumer companies.

Shortly after the open, the Dow Jones Industrial Average traded down 28 points, or 0.3%, to 10 409. Going into Wednesday, the index had risen in nine of the past 10 sessions, closing at a new 2009 high on Tuesday. Leading the move lower on Wednesday, however, Walt Disney fell 0.8%. The Standard & Poor's 500 dropped 0.2% to 1108, led by a 0.5% decline for consumer discretionaries. The Nasdaq Composite dropped 9 to 2 195.

Setting off the move lower, building permits in October fell 4% to a 552 000 annual rate. Economists had expected permits to rise by 0.9% to a rate of 580 000. Building permits are a sign of future construction, with a monthly declining hinting at a still weak consumer going into the holiday season.

With the decline in construction data, traders shrugged off a Labour Department report that showed US consumer prices continued to rise at a moderate pace in October, indicating a slow economic recovery is keeping inflation contained. Given commodities prices have gained steadily in recent weeks, including a move higher to start Wednesday's session, the data wasn't able to stave off recent concerns about inflation. Notably, commodities are often bought by investors during periods of high inflation.

"This possible downturn in the (construction) numbers doesn't surprise me," said Andrew Neale, portfolio manager wealth-management and advisory firm Fogel Neale Partners. "It's going to be very difficult to persuade homeowners to buy new homes when you've got such discounted existing inventory."

To go along with the rise in commodities prices on Wednesday, oil futures recently traded up 54 cents to $79.68 a barrel, the dollar fell against both the euro and the yen in early trading.

When the local market closed, the Djia had weakened 0.61%.

- I-Net Bridge

 
 
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