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On Friday February 11, 2011, 6:14 pm EST

White House: Limit gov't backing of mortgages

WASHINGTON (AP) -- The Obama administration is proposing to shrink the government's role in the mortgage market. The only question is how much -- an issue it's leaving to Congress.

The administration laid out three broad options Friday for gradually dissolving the financially teetering mortgage giants Fannie Mae and Freddie Mac, whose bailouts already have cost taxpayers $150 billion. All three aim to draw more private money into the mortgage market, eventually replacing much of the government's support.

Whatever path the government chooses, it will reverse years of federal policy designed to boost home ownership. And mortgage rates and costs are all but certain to rise over time.

The administration's three options are:

-- No government role, except for existing agencies like the Federal Housing Administration, which serves low- and moderate-income borrowers.

-- A government guarantee of private mortgages triggered only when the market is in trouble.

-- Government insurance for a targeted range of mortgage investments that already are guaranteed by private insurers. The government guarantee would kick in only if those private companies couldn't pay.

By handing the decision to Congress, the administration sidesteps a complex and politically explosive issue that already has stirred years of debate. The options have been discussed for years as well.

Nokia, Microsoft in pact to rival Apple, Google

HELSINKI (AP) -- Technology titans Nokia and Microsoft are joining forces to make smart phones in a push to challenge rivals like Apple and Google, hoping to revive their own fortunes in a market they have struggled to keep up with.

Nokia Corp., the world's largest cell phone maker, said Friday it will use Microsoft Corp.'s Windows Phone software as the main platform for its smart phones in an effort to recover lost share from Apple's iPhone and Android, Google's software for phones and tablets.

The move marks a major strategy shift for Nokia, which has previously equipped devices with its own open-share software. Analysts said the deal was a bigger win for Microsoft than Nokia.

Nokia is still the biggest handset maker but its market share has tumbled from 41 percent in 2008 to 31 percent at the end of 2010.

It has also lost its innovative edge in the fiercely competitive top-end sector and is virtually invisible -- with a 3 percent share -- in the world's largest smart phone market, North America.

Apples' iPhone has set the standard for today's smart phones and Research In Motion Ltd.'s BlackBerrys have become the favorite of the corporate set. More recently, Google Inc.'s Android software has emerged as the choice for phone makers that want to challenge the iPhone.

Investors return to US stock funds in January

BOSTON (AP) -- There's another sign that investors' confidence is returning: Last month they added money to U.S. stock mutual funds at the fastest clip in seven years. The year-opening surge also marked the first time in nine months that investors added more than they withdrew.

All told, investors deposited a net $21.3 billion to U.S. stock funds in January, the biggest monthly increase since a net inflow of $23 billion in February 2004, industry consultant Strategic Insight said Friday.

Last month's surge also snapped a string of net withdrawals that began in May. The last time there was a positive inflow of cash into domestic stock funds was April, when a net $11 billion came in.

Investors soon reversed course after the stock market's May 6 "flash crash" single-day plunge. Fears about Europe's government debt crisis also peaked that month.

But the stock market has now risen five consecutive months, and the Standard & Poor's 500 index is up about 26 percent since Sept. 1. Corporate earnings are approaching record levels, and most economic indicators suggest the recovery is gaining momentum.

Trade deficit widens to $40.6 billion in December

WASHINGTON (AP) -- The trade deficit widened in December as rising oil prices pushed the value of imports up faster than U.S. exports.

The deficit increased 5.9 percent in December to $40.6 billion, the Commerce Department reported Friday.

U.S. exports of goods and services rose to $163 billion, a 1.8 percent gain and the best showing since July 2008. Sales of industrial machinery, civilian aircraft and autos and auto parts led the export gain.

But imports rose even faster. A 2.6 percent gain pushed total U.S. imports to $203.5 billion, the highest level since October 2008. The increase was led by a 16.8 percent rise in imported oil. The average price for a barrel of imported crude oil climbed to $79.78 in December, the highest point since crude imports averaged $91.73 per barrel in October 2008.

A widening deficit is bad for the U.S. economy. When imports outpace exports, more jobs go to overseas workers than to U.S. workers.

For all of 2010, the U.S. trade deficit rose to $497.8 billion, a 32.8 percent surge. It was the biggest annual percentage gain since 2000. In 2009, the deficit had fallen to the lowest point in eight years as demand for imports plunged.

Mubarak's resignation revives investor hope

CAIRO (AP) -- President Hosni Mubarak's resignation offered new hope for a rebound in bruised investor confidence in Egypt, with the cost of insuring the country's sovereign debt retreating sharply. Analysts and economists cautioned that other questions remained, such as the pace of reform and what role the military would play.

Friday's announcement was made by Vice President Omar Suleiman, who said Mubarak was handing control of the country over to the military. Mubarak's exit signaled an apparent end to the nearly three-week crisis, which many had feared would descend into violence and cripple the country politically and economically.

In an indication of the easing of investor angst, the country's five-year credit default swaps dropped 24 basis points to 313 basis points, according to CMA data. Meanwhile, the Market Vectors Egypt Index ETF -- which allows investors to invest in Egyptian stocks -- was up about 4.3 percent to $18.52. It had reached almost 6.7 percent within minutes of the resignation announcement.

But plenty of questions remained about the next steps, and whether the president's resignation would be enough to appease millions whose demands included the dismantling of his entire regime.

Kinder Morgan shares jump in market debut

NEW YORK (AP) -- Another sign that the IPO market is getting hotter: The pipeline company Kinder Morgan raised $2.86 billion in the biggest ever initial public offering for a U.S. company backed by private equity firms.

Kinder Morgan was able to sell more shares at a higher price than it anticipated. Investors pushed shares more than 3 percent above their $30 offering price in afternoon trading.

The size of the deal and the market's positive response are encouraging signals to companies eager to access the public markets.

Last month Nielsen Holdings NV's IPO raised $1.9 billion, then a record for a private equity-backed company.

Kinder Morgan, based in Houston, moves gas, oil and other fuels through 37,000 miles of pipeline and 180 terminals. Investors hope the company will benefit from increasing production from newly unlocked natural gas and oil in shale formations across the U.S.

All of the proceeds from the offering will go to the owners, Goldman Sachs, Highstar Capital LP, The Carlyle Group and Riverstone Holdings, which took Kinder private in 2007.

Private equity firms that bought companies in 2005 and 2006 have been itching to take them public, but have been waiting for market conditions to improve.

ConocoPhillips boosts dividend, buybacks

NEW YORK (AP) -- ConocoPhillips said Friday it will reward investors with a 20 percent dividend increase and a plan to buy back $10 billion of shares.

The Houston oil producer will pay 66 cents per share on March 1 to shareholders of record on Feb. 22. The share repurchase plan, if completed, would more than double the amount spent on buybacks last year. Repurchasing shares takes them off the open market and pushes remaining shares higher.

Conoco has been aggressive in rewarding shareholders while transforming its business with the sale of some oil-producing assets during the past few years. The sales helped Conoco boost earnings last year nearly threefold to $11.4 billion.

Morningstar Inc. analyst Allen Good said Conoco wants to make up for poorly timed acquisitions, including a $35 billion deal for Burlington Resources, that haven't been worth as much as the company paid.

The company is focusing on its North American properties and using proceeds from the asset sales to pay back shareholders. The stock repurchase program is the industry's largest behind Exxon Mobil Corp., Good said.

Big recall of baby monitors linked to 2 deaths

WASHINGTON (AP) -- Nearly 2 million Summer Infant video baby monitors were recalled Friday after being linked to the strangulation deaths of two infants.

The Consumer Product Safety Commission says the electrical cords on the monitors can be dangerous for babies if placed too close to their cribs.

According to the commission, a 10-month-old girl from Washington, D.C., died in March when she strangled on the cord of a Summer Infant monitor camera that had been placed on the top of the crib rail. In November, a 6-month-old boy from Conway, S.C., strangled in the electrical cord of a baby monitor placed on the changing table attached to his crib.

CPSC and Summer Infant are also aware of a 20-month-old boy from Pittsburgh who nearly strangled on a camera cord that was mounted to the wall in reach of the child.

Moody's downgrades Irish banks on election worries

LONDON (AP) -- Ratings agency Moody's downgraded the creditworthiness of six Irish banks on Friday as politicians nearing a national election argued about when, or whether, the banks will get a further capital injection.

Moody's Investors Service cited doubts over whether the banks will get a new cash infusion which was due at the end of the month. The current government has put off the issue until after the Feb. 25 election, and the opposition parties most likely to form the next government oppose further aid for banks.

Ratings for the banks' unguaranteed senior unsecured debt were cut to junk status for Bank of Ireland, Allied Irish Banks, EBS Building Society and Irish Life & Permanent. The long-term unguaranteed senior unsecured debt of Anglo Irish Bank and Irish Nationwide Building Society, already rated as junk, were downgraded further.

Finance Minister Brian Lenihan announced on Wednesday that the government would not be putting up to euro10 billion ($13.6 billion) into the banks before the election, saying that the outgoing government no longer had a mandate to do so. However, Lenihan said he would advance the cash if the leaders of the Fine Gael and Labour parties -- which are favored to form the next government -- would formally request that the money be committed.

Fine Gael and Labour both say they intend to renegotiate terms of the euro67.5 billion ($92 billion) bailout the government received from the European Central Bank and International Monetary Fund last year.

German Bundesbank head to step down early

BERLIN (AP) -- The head of Germany's Bundesbank, who was long a favorite to become the European Central Bank's next president, is stepping down a year early for personal reasons, the government said Friday.

The government announced Axel Weber's decision to quit on April 30 after the Bundesbank president met behind closed doors with Chancellor Angela Merkel and Finance Minister Wolfgang Schaeuble, following days of confusion over his future.

Merkel and Schaeuble "took note of this decision with respect for Prof. Weber's personal reasons," Merkel's spokesman Steffen Seibert said in a brief statement, adding that a successor would be named next week.

Neither the government nor the Bundesbank would provide immediate elaboration or discuss Weber's future plans. A similarly terse Bundesbank statement also cited unspecified personal reasons.

Neither mentioned the ECB presidency, for which Weber had never been formally proposed, but recent days' events had made his candidacy look increasingly unlikely.

Weber, 53, unexpectedly indicated earlier this week that he may not seek a new eight-year term at the Bundesbank when his current one expires next year, but otherwise stayed silent on his future ahead of Friday's meeting.

European leaders will have to agree on a new president for the ECB, which sets interest rates for the 17-nation eurozone and has been central to fighting its debt crisis, before Frenchman Jean-Claude Trichet's eight-year term expires at the end of October.

Weber had long been viewed as a front-runner, along with Bank of Italy governor Mario Draghi.

By The Associated Press

The Dow Jones industrial average rose 43.97, or 0.4 percent, to 12,273.26, its highest close since June 2008. For the week, the Dow rose 1.5 percent.

The Standard & Poor's 500 index rose 7.28, or 0.6 percent, to 1,329.15. It rose 1.4 percent for the week. The Nasdaq composite index rose 18.99, or 0.7 percent, to 2,809.44. It rose 1.4 percent for the week.

Benchmark West Texas Intermediate crude for March delivery fell $1.15 to settle at $85.58 a barrel on the New York Mercantile Exchange.

In other Nymex trading for March contracts, heating oil fell 1.49 cents to settle at $2.6958 per gallon and gasoline lost less than a penny to settle at $2.4652 per gallon. Natural gas lost 7.6 cents to settle at $3.910 per 1,000 cubic feet.

In London, Brent crude fell 50 cents to settle at $100.94 a barrel on the ICE Futures Exchange.

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