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GLOBAL MARKETS-World stocks rally on earnings, CIT news

Published 07/20/2009, 04:22 AM
Updated 07/20/2009, 04:24 AM
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* World shares rally on earnings, CIT news

* Asia ex-Japan shares at 2009 high

* European shares rise 1 percent

* Dollar at six-week low against major currencies

By Jeremy Gaunt, European Investment Correspondent

LONDON, July 20 (Reuters) - World stocks built on an already robust performance from last week on Monday, climbing on better-than-expected corporate earnings results and a last-minute rescue package for troubled U.S. lender CIT.

Asian shares outside Japan hit a 2009 high. European shares were up 1 percent.

Foreign exchange traders moved into riskier currencies, sapping yen strength and taking the dollar to a six-week low against a basket of major currencies.

Government bonds sold off, showing investors were prepared to take on more risk, and oil rose above $64 a barrel.

"We're expecting a risk-on day today," said Carl Hammer, currency strategist at SEB Merchant Banking in Stockholm.

MSCI's all-country world stock index was up 0.9 percent, adding to a 6.6 percent gain last week. Its emerging market counterpart gained 2.4 percent.

The catalyst for the recent rally in stocks has been a series of better-than-expected corporate earnings reports, notably from IBM, Goldman Sachs and Intel.

Sentiment was also helped by news CIT Group Inc had clinched a last-minute $3 billion rescue by a group of bondholders and probably escaped bankruptcy. CIT lends to nearly one million small and mid-sized U.S. businesses.

The pan-European FTSEurofirst 300 index of top shares was up 1 percent, taking it up around 35 percent since hitting its lifetime low of March 9.

Japanese markets were closed for a holiday.

DOLLAR DIVES

The dollar fell to a six-week low against a basket of currencies, dropping as low as 78.994, its lowest level since early June.

The euro also hit a six-week high against the dollar at $1.4207

The U.S. currency has been falling recently when market sentiment becomes bullish about recovery, raising appetite for riskier, high-yielding currencies.

"The earnings and data from the housing sector suggest the U.S. economy is showing signs of a recovery although investors are still reluctant to pour capital in to it," said Richard Grace, senior currency strategist at Commonwealth Bank of Australia, Sydney.

Euro zone government bond yields rose, with the interest rate-sensitive two-year Schatz yield at 1.317 percent.

(To read Reuters Global Investing Blog click on http://blogs.reuters.com/globalinvesting; for the MacroScope Blog click on http://blogs.reuters.com/macroscope; for Hedge Hub click on http://blogs.reuters.com/hedgehub)

(Editing by Ruth Pitchford)

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