+ Q+ A8 @# H! f5 M. m5 ?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 $35 billion per month in reinvestment purchases.+ L" x& x/ G+ K6 t) r
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 " X5 G- p9 V7 n. H! J2 q) [现在股市标普为例面临1210-1220之间的阻力。* m! L; i3 {0 t' K. x
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D29 c; C+ I( ^6 v! c5 \' A+ ]
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。( L# a! i. L3 t2 z3 h
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。. |0 z1 I8 { _7 S7 s* M) A$ G
今天早些时候出来的数据: 9 ^/ D' }& V% I! {Economic 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. 1 C$ p6 w3 t" f& b* d, ~7 l* U$ g
股市在这些数据的配合下,仅仅小涨。2 t" Z0 [- j! m6 g* K9 F
种种迹象都证明风险资产的上涨长期看还有大幅空间。! f/ N) F. d0 `( l' K. U+ _! k
短期看,OVERDONE。; j. T' {6 I) @2 I3 V& _5 D) c
所以关注标普1210-1220的阻力位置。 8 B( Y, v; O0 D - j% {, A2 R& |; a [2 t; G- w至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。 ; p7 \ b% T2 z: E) z因此可以考虑在1256.50卖出黄金,止损1267。目标大概1280-1285之间。图不知道为什么不能下载,抱歉。