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CORRECTED-GLOBAL MARKETS-Stocks rise as weak dollar, U.S. rate outlook keep oil strong

Published 04/02/2016, 08:49 pm
© Reuters.  CORRECTED-GLOBAL MARKETS-Stocks rise as weak dollar, U.S. rate outlook keep oil strong
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(Corrects magnitude of dollar fall in 2nd paragraph)

* Europe shares follow Asia higher, focus on commodity firms

* Dollar falls further vs major currencies

* Oil adds to Wednesday's hefty rises

By Nigel Stephenson

LONDON, Feb 4 (Reuters) - Stocks advanced in Europe and Asia on Thursday, with the focus on energy companies as speculation U.S. interest rates may not rise at all this year left the dollar nursing hefty losses and oil held most of the previous day's big gains.

The dollar fell sharply on Wednesday after weak U.S. data and comments from a Fed policymaker interpreted as signalling further rate hikes could be delayed.

The U.S. currency fell 0.2 percent against a basket of its peers .DOXY on Thursday, and held close to Wednesday's 14-week low against the euro and its weakest for a week against the Japanese yen JPY= .

"The dollar is on its knees," said Richard Benson, head of portfolio management with currency fund Millennium in London. "Probably we will now have some stability ahead of U.S. payrolls tomorrow."

Dollar weakness, and unconfirmed talk that oil-producing countries in and outside the OPEC group may meet soon to discuss output cuts, helped crude prices add to Wednesday's sharp gains.

Brent, the global benchmark LCOc1 , dipped 5 cents to $34.99 a barrel, having fallen as low as $27.10 in mid-January.

Commodity-related shares pushed higher in early deals in Europe. The pan-European FTSEurofirst 300 index .FTEU3 rose 0.4 percent while the STOXX Europe 600 Basic Resources Index .SXPP gained 3.4 percent and oil and gas index .SXEP 2.2 percent.

Britain's miner-heavy FTSE 100 index .FTSE rose 1.2 percent.

On the debit side, Swiss bank Credit Suisse CSGN.VX slid 9.6 percent after posting its first full-year loss since 2008. broadest index of Asia-Pacific shares outside Japan .MIAPJ0000PUS jumped 2 percent. Australia's resource-rich index .AXJO rose 2.1 percent.

Tokyo's Nikkei .N225 fell 0.9 percent, pressured by a stronger yen, which harms exporters, and by weak earnings forecasts from leading companies.

Chinese shares gained, with the CSI300 .CSI300 index closing 1.2 percent higher as the weaker dollar eased concerns of a sharp near-term depreciation in the yuan currency CNY= .

Stocks globally have had a rough start to 2016, hurt by tepid U.S. growth, falling oil prices, and concern the world faces a China-led slowdown.

But another potential worry -- that the U.S. Federal Reserve would keep raising interest rates throughout 2016 -- has receded somewhat.

Fed policymaker William Dudley told Market News International in an interview published on Wednesday that monetary conditions had tightened since the Fed raised rates on Dec. 3. and that rate-setters would have to take this into account. interpreted this as meaning future rate rises might be delayed. The federal fund futures market FFZ6 indicates traders no longer expect a Fed hike this year.

The euro was up 0.2 percent at $1.1123, having firmed by about 2 percent on Wednesday. The yen gained about 0.1 percent to 117.80 per dollar.

Sterling GBP= rose 0.1 percent to $1.4610 as investors awaited a rate decision and economic forecasts from the Bank of England market strength lessened the appeal of low-risk, low-reward government debt. Yields on German 10-year Bunds DE10YT=TWEB , the euro zone benchmark for borrowing costs, rose 1.4 basis points to 0.31 percent.

Ten-year U.S. Treasury yields US10YT=RR edged up 1 basis point to 1.89 percent.

"The pressure from oil is easing...and tranquillity is returning to other markets so we can expect a bit of a step back from bonds, and yields should trend higher," KBC strategist Piet Lammens said.

The revised U.S. rate outlook lifted gold XAU , which traded close to a three-month high at $1,145.49 an ounce.

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