9 W8 g9 t- \+ v V- x/ t0 }* oThe 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 $35 billion per month in reinvestment purchases.8 O8 }; n/ U2 h, B+ k' H: i
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。) i x4 z: j( o: p' K8 J
现在股市标普为例面临1210-1220之间的阻力。 ) v5 H, G6 h, e) y/ S2 m( e/ [参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 k- P2 h* ~% K$ Q6 Y
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。) [( ]" C5 q+ {* X# X- R8 n6 ^
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。/ K P' J/ l: d( U0 I
今天早些时候出来的数据: 3 {# T- J3 ^9 N0 e1 B* n1 oEconomic 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. 2 z+ O5 T/ o* Z2 M0 v+ X; l7 }
股市在这些数据的配合下,仅仅小涨。 . C1 c- g9 I3 J8 D1 r种种迹象都证明风险资产的上涨长期看还有大幅空间。( w& t# ?& c+ C. O3 k) X
短期看,OVERDONE。 D7 J; P7 L8 ]5 D5 f" |: @所以关注标普1210-1220的阻力位置。 ' X ^6 @0 Q$ ]7 U: X* O$ N. }7 g) w0 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。- E0 Z' X9 l, h ]2 l2 b) |
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。