本帖最后由 紫光 于 2010-11-3 21:39 编辑 # N. [+ F) g' o2 c0 X1 g* H ; ~5 u% V w: |6 zThe 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 $35 billion per month in reinvestment purchases.6 N! x" V! r) M' s# B# ^
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 A! I; J5 D! r5 R0 N. K0 O6 ?( Q2 {
现在股市标普为例面临1210-1220之间的阻力。9 x/ w& V. q' M8 X( l( B# _1 x/ A
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 , m; j$ k8 @ O0 F2 b, U- F' Z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。( D9 v2 E! j6 E2 f
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。 * c$ @! k* a: W2 z _9 t! F8 {9 T" Q今天早些时候出来的数据:. u" q) d* `3 z4 q% u) m
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. ! C& N$ I; B0 C ^: j$ D: I股市在这些数据的配合下,仅仅小涨。 6 F2 b0 f" f8 e种种迹象都证明风险资产的上涨长期看还有大幅空间。: d- a! [5 `4 m! ]- K
短期看,OVERDONE。 3 c& |# S% u% }, M0 w6 h/ G/ ^所以关注标普1210-1220的阻力位置。/ B! i) O; T* O' k) u% z, |& d. P+ t4 _