本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) Z6 a9 r- l5 [" B" G
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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. + c' K) v# @( X- k+ P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。 / O7 V! K' ?. @* D( g现在股市标普为例面临1210-1220之间的阻力。* @0 V8 N- u0 Y& M' U
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2: E2 C! d4 j1 u2 K P6 H
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。 $ A% W* a' o8 s: V) `) T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。 . A k9 [% U5 @ j- \今天早些时候出来的数据: 3 G7 v [5 X( R [. D/ VEconomic 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. ! C8 e) { |# X5 _$ g! B3 G股市在这些数据的配合下,仅仅小涨。 % F3 @8 { g. E4 a- h# z" L种种迹象都证明风险资产的上涨长期看还有大幅空间。+ H0 r9 u. t7 w2 |5 O
短期看,OVERDONE。5 X# j5 S8 @2 z# ]! }8 A
所以关注标普1210-1220的阻力位置。' Z+ @/ I9 n1 j3 _ `* d; L4 w