本帖最后由 紫光 于 2010-11-3 21:39 编辑 : t' ^& P: Q5 c. \7 e% P7 e4 b : e: J5 x& ]: A( q2 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 $35 billion per month in reinvestment purchases.' G9 J3 V" c' |* h, C( W3 X0 J
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 / b! ^' W9 q7 z/ f: d现在股市标普为例面临1210-1220之间的阻力。 . ^* S/ m6 `. v! A) R& S- C! g7 o+ l参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2, H; U6 u I: n( R+ p
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。2 r) y4 n8 ^4 N* h
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。" Y5 t0 i% p9 R& K9 P
今天早些时候出来的数据: 0 \: E" C0 E* ~$ UEconomic 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. ) b: V- g9 c4 O k* l
股市在这些数据的配合下,仅仅小涨。 & F0 o/ n$ g0 j; s" v种种迹象都证明风险资产的上涨长期看还有大幅空间。 2 M1 b4 b( k0 f6 x& o短期看,OVERDONE。 7 H5 ], _8 F8 i( p# E所以关注标普1210-1220的阻力位置。/ V6 C1 N& p% r. v