本帖最后由 紫光 于 2010-11-3 21:39 编辑 ! P) u3 D8 K+ @& ^! M
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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. * h. R9 g) \5 s X& ~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。 * t9 g% }7 G7 z0 A" W( e. F+ X2 Y现在股市标普为例面临1210-1220之间的阻力。 6 A. O, Q# Y8 Q( w- Q; P% V, b" w参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2; a2 _3 {* l; K/ \
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。" Z0 w! ?8 F2 M1 }. S4 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。. f9 q+ U! F% R8 q6 G: i
今天早些时候出来的数据:9 ~7 X3 o7 r' Q& P1 H
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. 5 W3 T1 q, z7 K) L股市在这些数据的配合下,仅仅小涨。' O5 ^& w' }; ]! C# x
种种迹象都证明风险资产的上涨长期看还有大幅空间。. K2 ^( T H1 F
短期看,OVERDONE。3 X9 o* r: A, l6 D
所以关注标普1210-1220的阻力位置。: p0 m, L9 p3 n6 ^/ ]- L6 A