本帖最后由 紫光 于 2010-11-3 21:39 编辑 / G) r/ G* [: e! v" }8 n; ^3 I9 |* Q R/ ~# ^
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 $35 billion per month in reinvestment purchases.$ @, [% J2 `' K1 l+ X* {9 Q7 q
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。 . A n% @9 L6 h5 i9 c) [3 q0 B现在股市标普为例面临1210-1220之间的阻力。 + T8 X( i" _3 n3 M% @# l参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 n% ^) @9 w8 Z5 h: E) 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。 + ` P' e2 t! c6 |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。 & l$ r) V" \, B- q: ~7 D2 q今天早些时候出来的数据:1 o) p) `! |2 D4 H# [; |" U+ t. o
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. 3 ]8 L& T) t3 @$ G4 p+ {( \" N
股市在这些数据的配合下,仅仅小涨。+ `1 R- X' ?; ?4 _& l, l0 E
种种迹象都证明风险资产的上涨长期看还有大幅空间。 : f* [% b; C/ s* y- X短期看,OVERDONE。2 E* v; c) a; q! S0 n5 G
所以关注标普1210-1220的阻力位置。. V$ K6 H* u* }