本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' H# k5 p( a) Y) H' `; }: w( l8 S5 N
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 $35 billion per month in reinvestment purchases. . O1 e0 ]& W; z# q8 l7 o5 Y2 ]6 t嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。: I4 Z, N R' G+ \3 t
现在股市标普为例面临1210-1220之间的阻力。 ! I; F) V, @0 I; v8 X7 @参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 j3 \5 q0 @$ \" x) }. S7 ?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。0 j3 h! }& R ?+ F) {1 M: 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。; ^* s0 |: V# b. \! k! Q- ~- D7 F
今天早些时候出来的数据:' ]. V- C, \7 i2 N5 P
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. ' r+ o7 M2 W- y3 g9 ]9 F股市在这些数据的配合下,仅仅小涨。: @) l( Z1 w* D8 S, D
种种迹象都证明风险资产的上涨长期看还有大幅空间。 8 O' e0 ~: L8 ]' @短期看,OVERDONE。& H4 j6 D2 T! { X7 G1 L7 W4 d1 s
所以关注标普1210-1220的阻力位置。3 ?+ v3 G, H0 I