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BOJ adds to the growth gloom by causing stocks to stall and yen to slide

The world stock market was in a haze on Thursday following a contraction of the U.S. Economy. However, Wall Street pointed higher and the dollar rose as the Bank of Japan's growth forecast was cut due to U.S. tariffs on trade. This pushed the yen down.

May Day was a public holiday in many parts of the world including Europe. This meant that trading was light but it wasn't boring.

Wall Street made a sprint on Wednesday despite the U.S. Q1 GDP decline. Microsoft and Meta's strong earnings after-the bell helped to dampen some recent negativity surrounding "Magnificent Seven".

The Nikkei, a tech-heavy index in Japan, followed suit with a surge in Asia. However, London's FTSE stalled out in Europe and this wasn't sufficient to keep MSCI 47-country global stock index from the red.

U.S. futures pointed higher for later when trading resumes in the U.S. The price of gold, which has been soaring as investors fled for safety this year, fell to its lowest point in two weeks, as traders took advantage of the glimmers in the global war on trade.

John Hardy, a Saxo Bank analyst, said that the move went to the core of recent questions regarding whether President Donald Trump’s radical overhaul of the post-World War Two order in the United States would bring an end to so-called “U.S. exceptionalism” on the markets.

Hardy stated that "the recent narrative is the consensus of selling the dollar" and that it was a result of Meta and Microsoft's five-star performance yesterday.

The Bank of Japan's decision to cut its forecasts on Thursday and the subsequent drop in the yen has added to this. He said that the gold price was down today as well, and all of these things were linked.

The majority of Europe's bonds markets were closed on the holidays. The UK 10-year Gilt Yields, a proxy of borrowing costs, ticked down and the U.S. Treasuries yields were back at 4.15%. Analysts now price in four U.S. rate cuts for the rest of the year.

The U.S. ISM Manufacturing data is due to be released later. The trade war was expected to have a negative impact on the data.

Oil prices on the commodities market have stabilized at $61 per barrel, after plummeting on Wednesday due to the U.S. drop in GDP and indications that Saudi Arabia, which is the world's largest crude exporter, plans to increase production this year.

Hardy, from Saxo Bank, said: "It'll be interesting to watch what happens if the drumbeat of bad data continues." (Reporting and editing by Mark Heinrich; Marc Jones)

(source: Reuters)