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Stock markets roiled anew by fears about emerging coronavirus variant

Stock markets roiled anew by fears about emerging coronavirus variant

CBC
Friday, November 26, 2021 10:27:59 PM UTC

Global stock markets and oil prices tumbled Friday after South Africa identified a new, potentially fast-spreading coronavirus variant and the European Union proposed suspending air travel from the region.

The 27-member EU proposed a mass travel suspension to member governments after South Africa said the so-called Nu variant was spreading in its most populous province.

Britain promptly banned flights from South Africa and five nearby countries. Austria imposed a 10-day lockdown while Italy restricted activity by unvaccinated people. Americans were advised by their government to avoid Germany and Denmark. Belgium and Israel have already reported a handful of people who have tested positive to the new variant, and the slew of data points has added up to a flurry of uncertainty.

In New York, the Dow Jones Industrial Average lost more than 2.5 per cent, its biggest decline in more than a year, to close at 34,899. In Toronto, the TSX Composite Index lost almost 500 points or, 2.25 per cent, to finish the day at 21,125. 

"This news has completely overshadowed early anecdotal reports of strong in-person and online traffic for Black Friday sales," said Colin Cieszynski with SIA Wealth Management in Toronto.

Friday would normally be a quiet day on U.S. stock markets because of the Thanksgiving holiday on Thursday, as stock markets in New York are scheduled to close at 1 p.m.

That thin trading could potentially make market anxieties worse as there is a smaller pool of buyers and sellers available to offset outliers.

"What you're seeing is the absence of a lot of active managers in the U.S. and a lot of concerned panic selling … around the world," said Dennis Mitchell, CEO of Starlight Capital, in an interview.

The VIX — which is known as Wall Street's "fear index" because it measures volatility — spiked by more than 40 per cent to above 26 points. That's its highest level since January 2021, before vaccination campaigns started to ramp up.

Anything related to energy or travel and tourism is being hit especially hard as investors digest the prospect of another round of limitations on international travel.

The North American benchmark oil price known as West Texas Intermediate lost more than $10 US to close at just over $68 a barrel. That's the worst one-day performance for oil since the price briefly plummeted below zero in April 2020.

Jeremy McCrea, managing director at Raymond James Energy Research, says while the anxiety is real, some of the oil selling is coming from traders just locking in profits from the recent run while they can.

"Given how much oil prices have moved up … there's a lot of profit taking, a lot of speculators saying, 'I'm not quite sure what this really means,' " he said in an interview.

"Wait a couple of weeks until we get a better idea of what this actually means."

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