- H A2 i8 Q+ W6 b$ BThe 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. 5 m9 u4 ~5 Z% k9 e& ]% t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。( u& D9 j. c, z6 v7 n
现在股市标普为例面临1210-1220之间的阻力。. b; ]& Z( Y3 \) X: H- X3 q+ Q) l
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 / {8 h4 [. p) }+ D4 [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 |/ ]) t: I1 v! A6 H k
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。 2 Q2 J: r' s! k8 E今天早些时候出来的数据:5 X$ w4 h0 @, p! B, S" `1 H. N
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. 9 {# k- X3 Y# D/ k4 {股市在这些数据的配合下,仅仅小涨。8 u7 \7 u9 b2 }! z
种种迹象都证明风险资产的上涨长期看还有大幅空间。5 P8 w4 T6 u$ O: `3 D
短期看,OVERDONE。) O4 P' o2 G: }/ b8 z
所以关注标普1210-1220的阻力位置。 5 |5 y* T' T2 e {. T 1 N, b- p0 i& f- P! ^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。 1 ~5 f2 i! W5 B4 O# H- R) n* M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。