7 Q1 e+ z8 g& }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 $35 billion per month in reinvestment purchases. ! r( j; H4 U" [* K/ t; G/ d9 S嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 - K- K8 i, G8 D& g6 I现在股市标普为例面临1210-1220之间的阻力。 ! u+ `0 g) @. |: X6 H- }1 U参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 f. d1 M" E' |* P
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。: y" L% H/ _* c
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。# b, \! L5 J% q; p
今天早些时候出来的数据: 6 y4 f B& s* F$ JEconomic 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. . f/ t+ j; l$ {( e
股市在这些数据的配合下,仅仅小涨。 & t- t4 e. l1 \6 O8 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 U8 a$ @- H3 P5 Q5 L" l0 u
短期看,OVERDONE。' l8 o6 g- D8 w) ]' B
所以关注标普1210-1220的阻力位置。 & U1 X8 L) \+ A7 E) k: h2 D' E- R: i- h4 o$ S
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。 " _9 l9 Z# ^ B: @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。