" C; e2 V1 ^$ t+ s: l/ HThe 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 $35 billion per month in reinvestment purchases. : ~/ w: ?" [5 C- c/ E1 Z嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 . D% f, m% ?( l. B1 c! G现在股市标普为例面临1210-1220之间的阻力。 # h2 Q' b3 j7 _( R O/ s9 S9 T+ i参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D24 G: C9 ^5 Z1 V$ { y0 d! A# Z3 E
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。 ! ^7 r+ z8 t! ` n+ m* w6 Z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。 v4 U" a3 x8 s
今天早些时候出来的数据:; f8 E2 J& g' R2 m3 y
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. ( I5 }5 Q$ M' O f5 }7 ^股市在这些数据的配合下,仅仅小涨。 - o E) [7 ~0 C种种迹象都证明风险资产的上涨长期看还有大幅空间。% h9 F1 U& k' R' |
短期看,OVERDONE。 ' R" o% m0 C+ `: r0 @: u所以关注标普1210-1220的阻力位置。 7 T5 K; k1 D6 }7 E: L# y9 W( V, H+ \7 b$ a% b$ T/ z {
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 K3 G5 s& Q& h3 C2 N% w, k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。