本帖最后由 紫光 于 2010-11-3 21:39 编辑 4 l$ V2 P9 q1 K - x" R" y D- `+ H qThe 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 $35 billion per month in reinvestment purchases. # d2 a! ?9 w a& W$ L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。 $ x, m5 ?5 j& r% Z0 S2 o5 K现在股市标普为例面临1210-1220之间的阻力。 ' |! K2 Y6 x1 O0 B4 ] u# Z D, Y参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2: P* d- z# j) x# V
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。; L. p; |9 d) H$ }4 N
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。 3 |% W2 w% R# w {今天早些时候出来的数据:0 } s6 i6 ` t$ Y" e0 ^/ v
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. 7 |8 q6 | p. O, s
股市在这些数据的配合下,仅仅小涨。; m9 @$ r. F3 E# K. G0 A |
种种迹象都证明风险资产的上涨长期看还有大幅空间。 7 q: S* u9 C0 J3 U2 Z1 A h短期看,OVERDONE。 2 C. a. U' k0 l& W3 F, T" M L所以关注标普1210-1220的阻力位置。0 w1 ]* |! e# p2 N# P2 v- \1 |" {; s