本帖最后由 紫光 于 2010-11-3 21:39 编辑 3 x( _( m7 T% R+ _& l* T9 Q) ^9 x& S2 @9 L% y m
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 $35 billion per month in reinvestment purchases. ( l3 J0 M5 _8 n1 J& a O4 C: w嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 @" H$ _# i# V. G b
现在股市标普为例面临1210-1220之间的阻力。% j7 Y6 ?$ U8 m3 b r
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2; w5 a7 ]5 C) q8 N
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。 " V, a- {+ @$ U9 F" H9 S: I& l0 E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。2 R# I) |9 G: Q/ u( R( `& G
今天早些时候出来的数据:- D6 r9 [5 c: e2 V. P- f ?
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. 6 }8 J9 F& p2 {0 j/ v, b* b. W9 n
股市在这些数据的配合下,仅仅小涨。 $ f( ~! Z; G. H" O6 d8 E, z种种迹象都证明风险资产的上涨长期看还有大幅空间。 $ X( r+ o O! \. w* `短期看,OVERDONE。6 O$ Y" r7 L8 k6 W, E3 H. L: P" `3 o+ Q
所以关注标普1210-1220的阻力位置。; k& ~8 i1 B) [# B& E( u9 {