Early trade in New York: dollar rises broadly, climbs above 110 yen

05 Feb, 2019

The US dollar was broadly stronger on Monday, as investors took heart from Friday's strong payroll number and improved risk appetite helped lift the greenback to a five-week high against the safe-haven yen. The euro weakened as investors fretted over economic risks to the euro zone economy, while concerns about Britain's plan to leave the European Union dragged the pound lower.
The dollar index, which tracks the greenback versus the euro, yen, British pound and three other currencies, was up 0.3 percent at 95.87. "The dollar is winning the reverse beauty contest," said Karl Schamotta, chief market strategist at Cambridge Global Payments in Toronto.
"It's supported in a declining yield landscape by better-than-expected non-farm payroll and you are seeing a little bit of that risk appetite returning," he said.
A US Labour Department report on Friday showed non-farm payrolls jumped by 304,000 jobs last month, exceeding forecasts and the largest gain since February 2018. ISM manufacturing activity numbers for January were also better than expected, pointing to underlying strength in the world's biggest economy.
Dollar sentiment has undergone a U-turn in recent days with weak European data and expanding stimulus in China boosting demand for the greenback, despite indications from the US Federal Reserve that interest rate increases may be over for now.
The latest positioning data showed speculators increased their net longs on the US dollar to their highest since December 2015, according to calculations by Reuters and Commodity Futures Trading Commission data.
Against the Japanese yen, which tends to benefit during geopolitical or financial stress as Japan is the world's biggest creditor nation, the dollar rose above 110 yen, for the first time since Dec. 31.
"It does suggest that we were seeing a sort of a false dawn in the Japanese economy, that growth expectations may have gotten ratcheted a little too high especially relative to what we are seeing in the United States," said Schamotta.

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