Asian shares rise as Fed hike bets ease and China data looms

Asian equities moved modestly higher on Monday, with Chinese markets leading gains before key July economic data, as softer U.S. indicators reduced expectations for a near-term Federal Reserve rate increase. MSCI's broadest Asia-Pacific share index outside Japan rose 0.5%, Japan's Nikkei added 0.3%, Chinese blue chips climbed 0.8% and Hong Kong's Hang Seng advanced 1.6%. Markets were focused on China's upcoming activity data, where forecasts pointed to industrial output growth slowing to 4.8% from 5.3%, though strong export performance linked to global AI demand raised the possibility of an upside surprise. The U.S. dollar weakened toward two-month lows after disappointing retail sales and weaker consumer sentiment prompted traders to cut the implied probability of a Fed hike next month to 30% from about 50% a week earlier, according to CME Group's FedWatch tool. Oil prices were mixed after sharp gains last week as the Gulf conflict remained unresolved, with Brent at $88.67 a barrel and U.S. crude at $82.19. AMP chief economist Shane Oliver said his base case was for oil to remain in a $70-$100 range, but warned prices could stay higher if Middle East oil flows remain 10%-15% below normal and reserves fall. U.S. stock futures edged up, Treasury yields slipped, the euro touched $1.1588, the Australian and New Zealand dollars hit 10-week highs, and gold rose 0.4% to $4,391 an ounce.

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