By Sara Sjolin, MarketWatch
LONDON (MarketWatch) -- German stocks were flirting with
extending its record streak into a third straight day on Thursday,
while the broader European stock markets trimmed losses after
better-than-expected U.S. jobs data.
The Stoxx Europe 600 index was slightly lower at 303.58, after
closing at the highest level since June 2008 on Wednesday.
The index was still looking at a more than 20% gain over the
past 12 months, boosted by cheap liquidity from central banks'
efforts to kick-start lackluster economies.
In the same vein, the European Central Bank cut interest rates
to a record low of 0.5% last week, sending most of Europe's major
indexes to 2013 highs.
On Thursday, however, investors paused for breath after recent
days' rally, with little data to push markets in either direction,
said Keith Bowman, equity analyst at Hargreaves Lansdown in
London.
"There are no catalysts today. We have seen corporate results
beginning to wind down a bit in the U.S., and maybe the next
catalyst is U.S. retail sales that are out on Monday," Bowman said.
"The weekly jobless figures from the States gave some reassurance
if you like, but it's not on the same level as the monthly
figures."
"For now, the biggest support comes from central banks globally
that are very firmly in place to ease, and there are no other
obvious reasons for the high levels we're seeing," he added.
Among the biggest decliners in the pan-European index, shares of
miner Eurasian Natural Resources Corp. dropped 4%, after the firm
reported mixed first-quarter output results with iron ore,
ferroalloy and aluminum down on the year, while copper output
improved in the period.
Bucking the negative trend, shares of Experian PLC jumped 6.3%.
The credit-report firm said it would continue to buy its own
shares, while also raising full-year dividends 9%. The company,
however, posted a 36% drop in pretax profit for the full year.
Jobless claims
The broader European stock markets trimmed losses in afternoon
action, after U.S. data showed initial jobless claims last week
dropped to the lowest level since January 2008.
U.S. stocks traded lower on Wall Street, after the Dow Jones
Industrial Average (DJI) and S&P 500 index (SPX)both closed at
all-time peaks on Wednesday.
Investors also looked east where most Asian bourses fell after
data showed consumer prices rose more than expected in China. The
April CPI rose 2.4% from a year earlier, topping analysts forecasts
and increasing more than the 2.1% reported in March.
Some analysts feared that the rising inflation may discourage
the Chinese government from easing policy further, which would mean
less liquidity injected into the economy.
"Should this happen then the consequences will likely be played
out on a global basis, but given the overshoot was so limited, the
caution may be somewhat exaggerated by the fact markets are simply
looking a bit toppy at these levels," said Fawad Razaqzada, market
strategist at GFT Markets, in a note.
In the U.K., the Monetary Policy Committee at the Bank of
England on Thursday decided to leave the key lending rate at a
record low of 0.5%, where it has stood since March 2009. The
central bank also left the size of its asset-purchase program
unchanged at 375 billion pounds ($582.90 billion). Both decisions
were expected by most analysts.
Movers
The U.K.'s FTSE 100 index traded 0.1% higher at 6,586.47.
Shares of Standard Chartered PLC shaved off 2.5% after J.P.
Morgan Cazenove cut the bank to neutral from overweight a day after
the company reported a drop in first-quarter profit.
British Sky Broadcasting Group PLC sank 6%, after BT Group PLC
revealed its new sport commercial TV packages for pubs and hotels
at significantly lower prices than Sky. Shares of BT lost 2.3%.
France's CAC 40 index posted one of the biggest drops among
country-specific indexes, down 0.6% at 3,931.68.
Heavyweight drug maker Sanofi SA (SNY) lost 0.7%, as the stock
went ex-dividend, meaning new investors will miss out on the latest
dividends.
In Germany, the DAX 30 index was slightly lower at 8,249.10,
wavering around the all-time closing high reached on Wednesday.
Shares of Kloeckner & Co. SE added 2.4% in Frankfurt, after
Citigroup lifted the steel trader to neutral from sell.
Portugal's PSI 20 index was up 0.2% at 6,276.22, even as data
showed unemployment rose to 17.7% in the first quarter of 2013, up
2.8 percentage points from the same quarter last year and up 0.8
percentage points from the previous quarter.
Outside the major indexes, shares of SNAM SpA slumped 4.5%,
after Italian energy company ENI SpA said it completed the stake of
11.7% of SNAM's share capital.
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