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GLOBAL MARKETS-Stocks rise, euro bows for Draghi's farewell

Published 24/10/2019, 13:35
© Reuters.  GLOBAL MARKETS-Stocks rise, euro bows for Draghi's farewell
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* European stocks at highest in over a year

* ECB set for Mario Draghi's final policy meeting

* 2018 Tesla shares jump 21%, Microsoft gains, too

* Investors ignore earnings miss from Caterpiller, Boeing

By Marc Jones

LONDON, Oct 24 (Reuters) - Europe's traders were sending

European Central Bank chief Mario Draghi off in style on

Thursday, raising the region's stocks to their highest in more

than a year and nudging the euro towards its best month since

January 2018.

Upbeat earnings from Microsoft and Mercedes maker Daimler,

along with a ceasefire in northern Syria had also lifted the

mood, though trade and Brexit uncertainties and some below-par

German data prevented more sizable gains. .EU

The list of landmarks was nevertheless still impressive. The

pan-European Stoxx 600 .STOXX rose 0.3% to its highest since

May 2018. Germany's DAX .DAX wasn't far behind and the euro,

although a shade lower, was consolidating its 2.1% October

advance at $1.1130. EUR= .

Wall Street futures were higher, Asia had cheered a one-year

high for Tokyo's Nikkei and MSCI All World index

.MIWD00000PUS , which tracks nearly 50 countries, was at its

highest since late July. .MIWD00000PUS .T

"Draghi is in a situation where bond yields are higher and

the collapse we saw over the summer is reversing, the euro has

steadied itself and everything is fine, except for the PMIs of

course," said Societe Generale's Kit Juckes. "And he's handing

over an empty monetary policy toolkit."

The ECB's statement brought little new news. The bank said

last month it would restart stimulus. But the focus was firmly

on Draghi's 1230 GMT final wisdom, seven years on after his

'whatever it takes' promise, calmed the euro debt crisis.

There won't been any champagne in Frankfurt though.

Inflation remains well below the ECB's target and the purchasing

manager data had shown business activity in the euro bloc

stagnating again in October.

Germany's export-dependent manufacturing sector also

remained in contraction, suggesting a third-quarter slowdown in

Europe's largest economy could stretch into the closing months

of the year.

"Things are really not getting any better yet. A slight

improvement in October PMIs can't mask the fact that growth has

almost stalled. The overall picture is one of a feeble economy,"

said Bert Colijn at ING.

The data had also knocked the wind out of the euro after it

had started the day brightly, but bond yields were broadly

steady and there were plenty of other things going on too.

The Swedish crown rose 0.7% after its central bank stuck

with plans to raise its interest rates in December. Its gains

pulled the Norwegian crown higher as well, despite a relatively

dovish message from the Norges Bank which left its rates

unchanged.

Turkey was the real mover though. It slashed its rates 250

basis points to 14% from 16.5%, a day after U.S. President

Donald Trump lifted sanctions on Turkey following a ceasefire in

northern Syria. DREAMS

On Wall Street third-quarter earnings reports remained

center stage with investors trying to gauge the fallout from a

prolonged U.S.-China trade war, which has already shown up in

the domestic economy.

On Wednesday, the Dow .DJI and the Nasdaq .IXIC added

0.2% each and the S&P 500 .SPX gained 0.3% Tesla

TSLA.O shares jumped 21% in after-hours trading after the

company reported an unexpected third-quarter profit.

Microsoft MSFT.O was looking good too after posting

forecast-beating profit and revenue numbers after the closing

bell, although the outlook was darkened by slower-than-expected

take-up of its Azure cloud services.

Shares of Boeing Co BA.N and Caterpillar Inc CAT.N

meanwhile had ended about 1% higher each despite big earnings

misses. "We have been down this road before with CAT," RBC Capital

Markets' chief economist Tom Porcelli said in a note titled

Still Waiting For Recession. "If you keep saying a recession is

here, it is a mathematical certainty that at some point you will

be right. Maybe try again after CAT's next quarterly earnings

report."

So far, results from about 125 of the S&P 500 companies are

out with analysts expecting earnings to have declined 2.9%

year-over-year, according to IBES data from Refinitiv.

BREXTENSION

Sterling GBP= paused at $1.29 after rising 0.3% on

Wednesday. After more than three years, Britain appears closer

than ever to resolving its Brexit conundrum but still has

hurdles to clear.

EU member states on Wednesday delayed a decision on whether

to grant Britain a three-month Brexit extension. Prime Minister

Boris Johnson said if the deadline is deferred to the end of

January, he would call an election.

"The Brexit battle looks like it will drag on," economists

at ANZ wrote in a note, summing what most weary Westminster

watchers were feeling.

With the euro EUR=D3 treading water, The Japanese yen

JPY= was 0.1% higher at 108.6 per dollar and the Australian

dollar AUD=D3 was weaker at $0.6842.

The dollar index .DXY was lower at 97.452 against a basket

of six major currencies, heading for its worst month since

January 2018.

In commodity markets, oil steadied above $61 a barrel on as

concern over the demand outlook offset a surprise drop in U.S.

crude inventories and the prospect of further action by OPEC and

its allies to support the market.

Brent crude LCOc1 was unchanged at $61.17 a barrel, having

jumped 2.5% on Wednesday. U.S. West Texas Intermediate (WTI)

crude CLc1 was down 10 cents at $55.87 and gold XAU= barely

budged at $1,491.50 an ounce. O/R GOL/

Asia stock markets https://tmsnrt.rs/2zpUAr4

Asia-Pacific valuations https://tmsnrt.rs/2Dr2BQA

Inflation, unemployment during the Draghi era https://tmsnrt.rs/2IXunV6

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