Aug. 22 (Bloomberg) -- European stocks advanced, with the Stoxx Europe 600 
Index rebounding from a two-year low, while U.S. equity-index futures erased 
earlier declines following a four- week slump. The yen and Swiss franc 
weakened, gold rallied to a record, while Brent oil sank. 
 
 The Stoxx 600 climbed 0.6 percent as of 8:43 a.m. in London, reversing an 
earlier drop of 0.8 percent. Standard & Poor’s 500 Index futures rose 0.7 
percent after losing as much as 1 percent and gaining as much as 0.8 percent. 
Treasury 10-year notes slid for the first time in a week. The yen and franc 
retreated against most major peers on concern Japan and Switzerland will take 
steps to weaken their currencies. Gold jumped as much as 2.3 percent. Brent 
crude tumbled 2.5 percent. 
 
 The four-week rout has wiped out more than $8 trillion in global equity values 
and dragged the MSCI All-Country World Index down 19 percent from its May 2 
high. Central bankers from around the world will meet in Jackson Hole, Wyoming, 
this week amid record-low yields on U.S. Treasuries that show traders expect 
Federal Reserve Chairman Ben S. Bernanke to signal a third round of asset 
purchases to boost the faltering recovery. 
 
 “We’re at a point where the alarm bells are sounding,” Nick Maroutsos, who 
oversees the equivalent of about $4 billion at Sydney-based Kapstream Capital, 
said in a Bloomberg Television interview. “There needs to be a stop-gap put in 
the market, so that people can have some sort of confidence that the Fed 
officials, as well as government officials, are standing by their side to help 
them through this.” 
 
 ‘Bouncing’ Near Bottom 
 
 The Stoxx 600 fell on Aug. 19 to the lowest level since July 29, 2009. The 
gauge plunged 18 percent in the past four weeks. Eni SpA, the Italian oil 
company that was the biggest foreign producer in Libya, gained 5 percent, 
pacing a rally among energy companies after rebel figures reached the capital 
Tripoli. 
 
 Global stock markets are “bouncing along the bottom” after tumbling 16 percent 
in the past four weeks, and will start to gain as inflation accelerates, said 
Templeton Asset Management’s Mark Mobius. The Fed hasn’t given up supporting 
the economy by printing money and buying more Treasuries, said Mobius, the 
executive chairman of Templeton Asset’s emerging markets group. 
 
 Futures expiring in September swung between gains and losses after S&P 500’s 
four-week losing streak. The gauge fell 1.5 percent to 1,123.53 on Aug. 19 and 
a closing level of 1,090.88 would bring the index to a 20 percent decline since 
April 29, meeting the common definition of a bear market. 
 
 Bernanke’s Options 
 
 Bernanke told Congress on July 13 that the Fed must “keep all the options on 
the table” if the economy appeared in danger of stalling or if the threat of 
deflation looked like it was going to re-emerge. The Fed bought about $1.7 
trillion of government and mortgage-related debt in its first round of 
quantitative easing, or QE1, between December 2008 and March 2010, and 
purchased $600 billion of Treasuries between November 2010 and June through 
QE2. 
 
 Data due on Aug. 26 may show the economy grew at a 1.1 percent annual pace in 
the second quarter, down from the 1.3 percent estimated last month, according 
to the median estimate in a Bloomberg News survey. 
 
 “The last thing Bernanke wants to be is behind on deflation,” Todd Martin, 
Asia equity strategist at Societe Generale SA, said in a Bloomberg Television 
interview. “We’re getting to the point now where the Fed could potentially 
act.” 
 
 Yields on 10-year Treasuries climbed two basis points to 2.08 percent, after 
reaching a record low of 1.97 percent on Aug. 18. Treasury 30-year yields were 
little changed at 3.39 percent. The government is scheduled to auction $35 
billion of two-year notes tomorrow, the same amount of five-year debt on Aug. 
24 and $29 billion of seven-year debt on Aug. 25. 
 
 Treasury Yields 
 
 Barclays Plc said 10-year yields indicate traders have priced in $500 billion 
to $600 billion of Treasury purchases by the Fed. Citigroup Inc. said current 
rates can only be justified by more central-bank bond buying, or assuming the 
economy will shrink 2 percent. 
 
 The cost of protecting corporate bonds in Japan and Australia from default 
increased, with the Markit iTraxx Japan index rising 1.5 basis points to 141.5 
basis points, Deutsche Bank AG prices show. The index, which fell to as low as 
133.5 on Aug. 18, is on course for its highest close since March 31, CMA prices 
in New York show. 
 
 The Markit iTraxx Australia index added one basis point to 164, Credit 
Agricole CIB prices show. The benchmark risk indicator is set for its highest 
level since July 23, 2009, according to CMA. 
 
 Odds of Intervention 
 
 The yen fell to 76.75 per dollar from 76.55 on Aug. 19 in New York, after the 
Nikkei newspaper reported Japanese officials are prepared to intervene in the 
foreign-exchange market if the nation’s currency continues to advance. It rose 
to a post-World War II record of 75.95 on Aug. 19. 
 
 “The odds of Bank of Japan intervention definitely have increased this week,” 
said Khoon Goh, head of market economics and strategy at ANZ National Bank Ltd. 
in Wellington. “At current levels, there’s certainly going to be a lot of angst 
in the Ministry of Finance, and the pressure will be on for them to intervene 
in the currency markets once again.” 
 
 The Swiss franc slid to 78.65 centimes against the dollar from 78.51. The 
Swiss National Bank earlier this month cut borrowing costs to zero and 
increased bank sight deposits almost sevenfold, while leaving the door open for 
additional measures. 
 
 Gold, Oil 
 
 Gold for immediate delivery climbed 1.8 percent to $1,885.25 an ounce after 
earlier reaching an all-time high of $1,894.80. Cash silver jumped 2 percent to 
$43.75 an ounce, up for a seventh day. Platinum rallied as much as 1.3 percent 
to $1,899.26 an ounce, the highest price since July 2008. 
 
 Crude for September delivery declined 0.1 percent to $82.22 a barrel on the 
New York Mercantile Exchange, following a four- week slump. The more active 
October contract retreated 0.1 percent to $82.32. 
 
 Brent oil for October settlement sank 2.5 percent to $105.93 a barrel on the 
London-based ICE Futures Europe exchange, narrowing its premium to U.S. oil 
from a record amid speculation Libyan leader Muammar Qaddafi’s regime is 
crumbling, paving the way for a recovery in the country’s crude production. 
Rebels said they captured two of Qaddafi’s sons and U.S. President Barack Obama 
said the fight against the Libyan leader was at a “tipping point.” 
 
 About three shares decreased for every one that climbed on the MSCI Asia 
Pacific Index, which slumped 1.2 percent. The gauge completed a four-week, 14 
percent losing streak on Aug. 19, driving valuations down to 12 times estimated 
earnings, the lowest level since November 2008. 
 
 Japan’s Nikkei 225 Stock Average slid 1 percent, and Australia’s S&P/ASX 200 
Index lost 0.5 percent. Hong Kong’s Hang Seng Index dropped 1.4 percent while 
the Kospi Index retreated 2 percent. South Korea’s economy is facing increasing 
risks to growth and inflation because of the global market turmoil, Finance 
Minister Bahk Jae Wan said. 
 
 To contact the reporter on this story: Shiyin Chen in Singapore at 
[email protected] 
 
 To contact the editor responsible for this story: Richard Dobson at 
[email protected] 

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