本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' y ^5 n2 c j& R
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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 $35 billion per month in reinvestment purchases. , G6 Z7 N5 a& }$ q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。8 v: q! ^9 U) K' J- M/ J
现在股市标普为例面临1210-1220之间的阻力。, w: Z, f$ w; A3 F2 Q6 J7 f
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2* T7 L/ Y1 ?5 a# z h0 B
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。2 z d' C# j" d* N# r
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。 # v- S- z( S3 \* m, g今天早些时候出来的数据:7 w- e3 R: m. P
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. 4 @, `% E/ @6 `7 }. x4 E
股市在这些数据的配合下,仅仅小涨。 5 e# w2 {8 x( V! v" D种种迹象都证明风险资产的上涨长期看还有大幅空间。 8 c% r. H8 p8 F+ y: ]短期看,OVERDONE。 : \) L% }. g2 p" p所以关注标普1210-1220的阻力位置。4 D q/ l5 | ?3 D