$ j2 u6 O$ n( E/ B; hThe 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 $35 billion per month in reinvestment purchases. 9 Q- x. l- I8 i嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 J2 t! o2 n9 b# P" ]. Z
现在股市标普为例面临1210-1220之间的阻力。 2 [" F5 w0 Q$ A7 c# o" r& \1 r' U参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( P/ j% D Y m- `2 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。& \# l; J9 X) l K
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。 5 u" w }" I; Y9 n9 g# l6 \今天早些时候出来的数据: 8 r& y5 z/ \/ V4 }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. + [) V. B8 P- q
股市在这些数据的配合下,仅仅小涨。$ d, p- x2 `, v2 I4 s
种种迹象都证明风险资产的上涨长期看还有大幅空间。 % w1 ` G" F: Q$ C- ?短期看,OVERDONE。 + j' a; _. O9 f8 _% Q5 A4 S所以关注标普1210-1220的阻力位置。 6 y1 |! I' }; k# ?1 L8 Y8 F 8 H5 u1 x" T) ~( o+ G6 e! P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。% c" J5 F5 B. e; v& @$ u: t0 s
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。