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GLOBAL MARKETS-Gold hits record high, stocks rally

Published 11/18/2009, 07:49 AM
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* World stocks rise to near 2009 high

* Gold hits record high, oil prices gain

* Dollar struggles on view Fed will keep interest rates low

By Naomi Tajitsu

LONDON, Nov 18 (Reuters) - Gold prices hit a record high and oil and stock markets around the world rose on Wednesday as investors picked up assets that were seen appreciating further as the global economy recovers.

The dollar fell broadly on the view that U.S. interest rates will stay low well into 2010, while market participants awaited a reading of U.S. inflation later in the day to better gauge the outlook for prices and rates.

Gold rallied to $1,149.15 per ounce, its strongest-ever level, while world shares, as measured by the MSCI world equity index, edged up near their highest of 2009 hit at the start of the week. Wall Street looked set to gain slightly on Wednesday.

"Being short on the market is very hard at the moment," said Jacques Henry, stocks analyst at Louis Capital Markets, in Paris.

The dollar slumped against a currency basket, restrained by the ongoing belief that the Federal Reserve will keep the Fed funds rate at essentially zero, keeping the returns on dollar-denominated assets low for some time to come.

European shares rose on the back of rising mining and bank stocks, and approached their highest level in more than a year hit on Monday. The MSCI all-country world equity index rose half a percent on the day to hover near its highest level since September 2008, which it hit on Monday. The index has rallied roughly 75 percent from a trough in March.

Spot gold rose 0.6 percent on the day, having rallied nearly 10 percent so far this month. Analysts at Citi said demand from central banks were helping to boost the price of the precious metal.

"Reserve diversification into gold assets represents a wider trend amongst central banks as the value of the dollar declines," they said in a note.

U.S. crude oil rose 1.0 percent, extending gains into a third day.

The FTSEurofirst 300 index rose 0.4 percent to a few points below its highest level since October last year.

The index is up around 24 percent in 2009 and has surged 60 percent since hitting a record low in March.

Emerging stocks rose 0.6 percent on the day.

Euro zone Bund futures for December delivery were largely flat on the day.

DOLLAR DOWNTREND CONTINUES

The dollar fell 0.6 percent against a basket of major currencies, sticking close to a 15-month low hit on Monday.

Analysts said the broad downtrend in the beleaguered U.S. currency remained intact even as Fed Chairman Ben Bernanke this week has acknowledged its weakness -- a rarity for the U.S. central bank.

As the dollar struggles, market participants focused on U.S. President Barack Obama's visit to China, where Chinese Premier Wen Jiabao on Wednesday said Beijing does not seek a trade surplus with Washington and wants balanced, bilateral trade.

Wen avoided making any statements on the yuan. Interest in the possibility of a yuan revaluation has been rising, although few in the market expect any near-term changes to Beijing's currency policy.

Data due at 1330 GMT are expected to show that U.S. CPI, excluding volatile food and energy prices, edged up 0.1 percent on the month in October, following a 0.2 percent rise in the previous month. It is seen rising 1.6 percent on the year. (Editing by Toby Chopra)

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