By Sara Sjolin, MarketWatch

LONDON (MarketWatch) -- European stock markets rallied on Thursday after the European Central Bank unexpectedly cut its key lending rate to a record low.

The Stoxx Europe 600 index jumped 1.2% to 327.03, after trading around the flat line ahead of the announcement.

Markets in Europe spiked after the ECB surprised them by cutting its benchmark interest rate, the refi rate, by a quarter of a percentage point to a record low of 0.25%. Analysts had speculated about whether the central bank would cut rates at its meeting on Thursday after the release of weak euro-zone inflation data last week, but most market participants expected no action until December.

Attention now turns to ECB President Mario Draghi's news conference, set to begin at 1:30 p.m. London time, or 8:30 a.m. Eastern time.

"ECB Chief Mario Draghi today showed he is quite different from former ECB head Trichet, pulling out a surprise like this from time to time. High unemployment in the region also another likely contributor to today's rate cut," said Ishaq Siddiqi, market strategist at ETX Capital, in a note.

"The tone of the conference is likely to be dovish, with Draghi justifying the move, which has knocked the euro currency sharply lower against rivals," he added.

The euro (EURUSD) sank to $1.3370, down from $1.3519 late Wednesday.

The Bank of England on Thursday left the size of its bond-buying program unchanged and kept its key lending rate at a record low of 0.5%, where it has stood since March 2009.

Germany's DAX 30 index jumped 1.3% to 9,153.26. France's CAC 40 index climbed 1.3% to 4,342.19, while the U.K.'s FTSE 100 index rose 0.4% to 6,768.28.

Among notable movers in Europe, shares of Commerzbank AG rallied 12% after the German lender reported better-than-expected profit for the third quarter, boosted by improvements in cost cutting, a lower tax rate and lower loan-loss provisions. The main revenue driver, net interest income, also exceeded expectations.

Siemens AG (SI) climbed 5.4% after the industrial major reported a slight drop in fiscal fourth-quarter profit, but announced plans for a share buyback.

On a more downbeat note, HeidelbergCement AG lost 3.7% after the cement maker said it will become tougher to reach its financial targets as currency effects are weighing on operating income.

At 1.30 p.m. London time, the first estimate of third-quarter gross-domestic-product growth in the U.S. is due out. Although economists surveyed by MarketWatch predict the U.S. economy likely expanded by 2.3%, some see growth as high as 2.7%, while others predict 1.7% or even less.

U.S. stock futures pointed to a higher open on Wall Street.

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