股票市场五月的开局似乎并不顺利，五月的第一个交易日里，日本市场就以-3.11%的大跌收场，其他亚洲市场如香港，新加坡也在过去几天连续下跌。
回顾过去六年MSCI新兴市场指数 (MSCI Emerging Market Index) 五月的表现，其中有5年是以收跌告终，只有一年是上涨。
近期各国央行对于货币政策的不确定性导致外汇市场大幅波动，同时对股市造成冲击，这不免引起了投资者对于“五月清仓走人”(Sell in May and go away)这句老话的担忧。
香港恒生指数 – 五月开局不利
澳洲央行意外降息，澳元大跌
本周二澳联储突然意外降息0.25个百分点至1.75%, 引发澳币兑美金大跌 2.37%，澳洲股市当日收在4个月最高点5,312。可是好景不长，第二天澳洲最大的资源公司必和必拓 (BHP Billiton) 就因面临巴西一座堤坝崩塌造成的近435亿美金的诉讼赔偿而大跌9%。同一天，澳洲最大的连锁超市Woolworths股价也因为被标准普尔调低信用评级而重挫7%。
汇率方面，大宗商品，尤其是金属铝，铜和锌的下跌也对澳元疲软起到推波助澜的作用。澳元兑美元已经从最近的高点下跌了4%至0.750附近。
必和必拓BHP Billiton Ltd 股价重挫
周五美国非农数据或成6月联储加息关键
这周最引人注目的数据莫过于五晚的美国非农数据(Non-farm Payroll)和失业率，因为这或许是左右美联储是否会在六月加息的关键。如果非农数据大幅高过预期的20.2万，则表示就业市场持续回暖，这会给美联储加息提供依据，反之则会让决策者谨慎考虑加息的决定。同时，非农数据也会影响到美元指数的走势，从而间接影响全球汇率波动。根据最新的彭博社数据显示，六月加息的隐含概率已经降低到10%左右。
美元指数触底反弹，大宗商品压历山大
经过了数月的修正后，美元是否会再度走强？代表美元兑一篮子主要货币的美元指数(US Dollar Index)最近触及数月低点92.00之后强势反弹。其他货币对美金纷纷从近期低点滑落，包括日元 (107.22), 澳元 (0.75), 欧元 (1.1470), 人民币 (6.512) 新加坡元 (1.355)。随着市场对六月加息的关注升高，或许会带领美金开始一波反弹。
强势的美金许会对近期风生水起的大宗商品施加压力。最近两天，黄金价格从15个月高点$1,300回落至$1,278附近就是一个例子。
美元指数期货
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