CMC Markets

CMC Markets的首席战略分析师Michael Mccarthy今天早些时候写道：上周五亚太股票和全球商品价格的上涨，让投资者看到了盈利的机会。在上升通道的美元继续让市场保持乐观的情绪。然而，这周更多全球数据发布以及拒绝跟上涨势的债券市场可能会给市场带来些许打击。

这周的日本的零售销售及海外投资数据可能会让投资者减缓投资。更让市场陷入云里雾里的还有11月的美国国家账户数据，特别是周五将要公布的PCE数据，反应了通胀可能引领了市场走向。

接棒原油、铜及铁矿石，新的领涨区域可能是原材料和能源类公司股票。这也许会让澳大利亚200指数看到上涨趋势。

以下为英文原文：

A lift in shares and industrial commodities on Friday night has Asia Pacific investors eyeing opening gains today. A rising US dollar will support the positive sentiment. However, a full slate of global data releases this week and bond markets that refuse to reflect an improving growth outlook may undermine enthusiasm.

Futures market point to gains between 0.5% and 1.0% in Hong Kong and Tokyo. Retail sales and foreign investment data due in Japan this week may slow the buying. Further clouding the global outlook is the US national accounts data for November. In particular Friday night’s PCE data and it’s reflection of inflation could dominate.

Materials and energy stocks could lead regional markets after gains in oil, copper and iron ore. This should see the Australia 200 index in the green. Despite rapidly approaching holidays volumes should be strong ahead of the triple-witching expiry of futures, index options and share options.