本帖最后由 紫光 于 2010-11-3 21:39 编辑 & o9 V+ k7 H6 v* N' y+ w 5 c" m/ W$ p" E: |& G! t0 B7 GThe 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 $35 billion per month in reinvestment purchases.5 Z: N4 y$ L) I4 J4 K5 g0 {' U
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。+ r- a" T1 @3 G6 c! W) Q8 T2 e
现在股市标普为例面临1210-1220之间的阻力。* L3 L3 ~& @3 f
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2; Y- D% M U" T
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 v1 t0 W& y2 ]4 d" 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。4 f5 V/ `! O1 L! i9 |( ~8 H7 N% c. q6 d
今天早些时候出来的数据: 7 P+ m' R, K5 ?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. - N$ ^$ Y% Q# L$ S股市在这些数据的配合下,仅仅小涨。8 x- @6 q2 E# a* c7 z# ]; ^/ M) Q
种种迹象都证明风险资产的上涨长期看还有大幅空间。. n3 T3 b/ d2 A# p: Q) k
短期看,OVERDONE。 3 |5 ~5 A' K+ P所以关注标普1210-1220的阻力位置。 _: v3 g! x* L5 D