2 N J- T# ^: g/ X0 TThe 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 $35 billion per month in reinvestment purchases.) v+ u4 s4 g* J- \1 e9 @6 }
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 X" B, Q1 n4 p; K/ V W' X0 R
现在股市标普为例面临1210-1220之间的阻力。 # t( x1 J9 `$ b6 h- i参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2' W8 m) z4 c$ O0 \1 `7 J
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。 9 `! R8 h# E, W. p" q$ X2 a8 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。 + B1 R9 B4 R/ z+ d! [0 ^今天早些时候出来的数据: ! I: b( Q; O/ wEconomic 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. % Z; {3 o4 t/ b- T$ W* K( S2 ~; B: [股市在这些数据的配合下,仅仅小涨。, ]- f9 M g) {4 H
种种迹象都证明风险资产的上涨长期看还有大幅空间。/ K$ b3 f/ z9 y5 R6 j W: }4 `
短期看,OVERDONE。7 y; o( X6 u$ O
所以关注标普1210-1220的阻力位置。2 U6 g' b* H6 z( o% c" k
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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。 , m/ e6 _5 U& @9 f1 Z& t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。