本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) n% ]1 Z; X- i1 s3 U/ `) w% T8 U* Y' d S. K
The US dollar was under pressure following a slightly more aggressive QE than the markets had anticipated. The Federal Reserve announced they will purchase an additional $600 billion of longer-term Treasury securities over the next 8 months which comes out to about $75 billion per month. This is compared to forecasts of $500 billion over 6 months and is in addition to the roughly $35 billion per month in reinvestment purchases. ; t! Q- k$ G! g5 U* @! l+ {嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 , o* Q+ u- t5 b; C; q现在股市标普为例面临1210-1220之间的阻力。* Z3 O- R7 D) E. q
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 D8 p4 ^2 j/ N6 I% @& e! |
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。4 B6 N; `9 ?. S' m0 M# W
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 - |: ]. f3 p) p# K6 F4 C今天早些时候出来的数据: 7 U* N. L6 e9 B; p- n/ K PEconomic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. % ^7 R4 S1 h- G* {股市在这些数据的配合下,仅仅小涨。$ F5 F* v1 g' w/ Z
种种迹象都证明风险资产的上涨长期看还有大幅空间。 ( K. w; n4 J$ u7 s1 k" F! w4 C a短期看,OVERDONE。4 L$ B6 ?) U% G1 I& {1 p& h4 G0 l
所以关注标普1210-1220的阻力位置。+ M/ Q1 [( D7 O5 J _& l