; B% L. c M, X: e! A; yThe 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 $35 billion per month in reinvestment purchases. 9 @: ~4 v) B: H6 f6 D" @嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 & f8 B4 @0 ^; _+ t u; G: p现在股市标普为例面临1210-1220之间的阻力。' Z/ w3 _' f8 E) I9 D) `# f
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D26 i& }& }4 E5 \6 p
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。3 H0 O0 }; _, B
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 ! v& y* m$ a* ?& O" c2 x今天早些时候出来的数据: . N; x; G, x; nEconomic 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. ( U5 r ?8 d1 a0 J! x股市在这些数据的配合下,仅仅小涨。 . U5 E& K+ m8 j# y5 U! X) {% a种种迹象都证明风险资产的上涨长期看还有大幅空间。 ' V6 L; O) o3 r: T$ x短期看,OVERDONE。 ( D: Q7 M- A$ a8 _( ?! x2 o1 B所以关注标普1210-1220的阻力位置。 8 Z* |6 g* A% B$ d1 ~9 O B2 Q # X+ N6 J& X$ W; S至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。 2 z2 \: q6 A$ w5 s. M: {因此可以考虑在1256.50卖出黄金,止损1267。目标大概1280-1285之间。图不知道为什么不能下载,抱歉。