本帖最后由 紫光 于 2010-11-3 21:39 编辑 & L- a1 W/ [( w- _) { 9 f& D; s& m" ]: AThe 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 $35 billion per month in reinvestment purchases./ I# w' q9 e' I# o( B) U. }% [" Z
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。& x& s$ }6 W1 t* R0 Y3 D+ A
现在股市标普为例面临1210-1220之间的阻力。 B( C: S0 _( ^' z# s5 p9 Z& S* y
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 ( K5 R* R7 R+ x a. R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。( `3 Z( r n$ n; W7 [
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。 1 i4 q t/ C: }$ D) t今天早些时候出来的数据: 1 o. X6 }3 v W0 {2 Z: k, t6 c- bEconomic 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. " H. j9 b; U( v$ C8 y2 Z4 f
股市在这些数据的配合下,仅仅小涨。2 D* w4 A, D" a! ~
种种迹象都证明风险资产的上涨长期看还有大幅空间。+ u0 g$ P# @( C6 `! }& H
短期看,OVERDONE。; \0 _. f! u O5 m: z
所以关注标普1210-1220的阻力位置。9 Y# b# C& U! |