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GLOBAL MARKETS-Stocks, commodities rally; dollar slips

Published 11/16/2009, 07:31 AM
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* MSCI world equity index up 0.6 pct at 297.75

* Gold hits record high; oil, other commods higher

* Dollar under pressure, near 15-month low

By Natsuko Waki

LONDON, Nov 16 (Reuters) - World stocks rose on Monday while gold, oil and other commodities rallied as upbeat economic data and a weakening dollar underpinned raw material prices and related shares.

Friday's data showing a wider U.S. trade deficit and weaker consumer sentiment weighed on the dollar, which is already under pressure from expectations that the Federal Reserve will leave interest rates near zero for some time to come.

A weaker U.S. currency encourages investors to buy dollar-priced commodities, which also benefit from expectations for a strong global economic recovery.

Data on Monday showed Japan's economy grew 1.2 percent in July-September from the previous quarter, its fastest pace in more than two years, as stimulus lifted consumer spending and capital spending rose. [nT150510]

"The (stock) market is on an uptrend which could easily take the market another 10 to 15 percent higher till the year end. We are basically in the midst of an year-end rally," said Franz Wenzel, strategist at AXA Investment Managers in Paris. MSCI world equity index <.MIWD00000PUS> rose 0.6 percent while the FTSEurofirst 300 index <.FTEU3> gained 0.8 percent towards a recent 13-month high. Mining shares, such as BHP Billiton , rallied as gold hitting a fresh record high above $1,132 an ounce .

Emerging stocks <.MSCIEF> gained 1.5 percent.

U.S. stock futures were up around 0.7 percent , pointing to a firmer open on Wall Street later.

DOLLAR UNDER PRESSURE

The dollar fell 0.4 percent against a basket of major currencies <.DXY>, holding just above last week's 15-month low, while the euro rose 0.3 percent to $1.4971 .

Kansas City Fed President Thomas Hoenig said the U.S. economy still faced significant weakness, while warning that large financial institutions must be allowed to fail.

Some lingering speculation that China allow the yuan to strengthen also weighed on the dollar.

The United States and China sparred over exchange rates at a meeting of Asia Pacific leaders on Sunday, pointing to tricky talks ahead for President Barack Obama when he flies to China to address economic tensions.

"If anything, the Chinese authorities will renew the yuan appreciation trend when it is least expected and the last thing they will do is to appear to be bowing to U.S. or international pressure," Calyon said in a note to clients.

"The Chinese authorities are concerned about hot money flows and do not want to give the impression that they are embarking on an aggressive revaluation path."

U.S. crude oil rose 1.5 percent to $77.47 a barrel. Platinum and palladium prices rallied to their highest levels in more than a year.

The September Bund future rose 58 ticks after European Central Bank Governing Council member Axel Weber said market stabilisation did not mean a sustainable recovery.

The European Union's Economic and Monetary Affairs Commissioner Joaquin Almunia said the strength and sustainability of the recovery remained uncertain. (Additional reporting by Dominic Lau; Editing by Andy Bruce)

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