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STOXX 600 ends 2023 up 12.6% on rate cut optimism, Italy best performer

Published 12/29/2023, 03:33 AM
Updated 12/29/2023, 12:53 PM
© Reuters. The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, November 28, 2023.    REUTERS/Staff/File Photo/File Photo
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By Shashwat Chauhan and Bansari Mayur Kamdar

(Reuters) -European shares ended 2023 with an annual gain of almost 13% on hopes of softer monetary policy from major central banks next year.

The pan-European STOXX 600 edged up 0.1% on Friday, posting its seventh straight weekly gain and its best December performance since 2021.

It closed the year 12.6% higher, with rate-sensitive technology stocks among the best-performers.

Global markets have rallied in the last two months as bond yields retreated on hopes of central bank rate cuts in early 2024. Still, the European Central Bank (ECB) has yet to indicate any potential easing ahead although money markets indicate an 80% chance of a first cut in March.

The European share benchmark has recovered more than 12% from lows in March when global markets were rattled by the swift collapse of Swiss lender Credit Suisse and U.S. mid-sized lender Silicon Valley Bank.

Italian shares outpaced their regional peers this year, with an almost 30% rise, while Swiss and British indexes were the laggards.

On Friday, media stocks led gainers, with a rise of 0.5%, followed by banks.

Spanish stocks inched up 0.2% after a preliminary reading showed the 12-month inflation rate fell to 3.1% in December, from 3.2% the previous month.

Shares in Spanish pharma group Grifols jumped 8.6% after it agreed to sell a 20% stake in China's Shanghai RAAS Blood Products for about $1.8 billion to Chinese home appliance company Haier Group Corporation.

Separately, mortgage lender Nationwide said British house prices fell by 1.8% in the 12 months to December.

"Unchanged house prices in December ensured that over the course of 2023 they fell by much less than forecasters had expected," Andrew Wishart, senior property economist at Capital Economics, said.

"With mortgage rates falling, it is increasingly likely that house prices avoid falls altogether next year."

© Reuters. The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, November 28, 2023.    REUTERS/Staff/File Photo/File Photo

The UK's FTSE 100 also edged up 0.1% on Friday, ending the year 3.8% higher but lagging most of its European peers.

Bourses across Europe will be closed on Jan. 1 on account of the New Year holiday.

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