% L" Q3 m( l* z. O. ]% ~3 hThe 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 $35 billion per month in reinvestment purchases.$ a: h5 _- G K* q. p, }$ f9 [
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。+ @; A! i/ s1 J
现在股市标普为例面临1210-1220之间的阻力。 8 f+ }7 m( @$ N参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( i' g1 b: Z! f% d( L( p
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。8 ^" _) |8 I9 f2 a# d$ Z) U
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。$ J- E2 A" v7 M, u
今天早些时候出来的数据:# Z4 j1 a0 [ n+ f8 b
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. / B6 ?; c) X( t' n
股市在这些数据的配合下,仅仅小涨。' H) [/ U p* A
种种迹象都证明风险资产的上涨长期看还有大幅空间。 1 }! w0 S4 w6 p3 P" | G! P短期看,OVERDONE。5 {2 ~' m6 c. q& ]5 J' v
所以关注标普1210-1220的阻力位置。 2 c. E% }! C2 n5 g; g. s 3 _5 r8 h% O/ i" P+ z2 |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。 8 ^# Z7 d6 m2 O1 H( F# [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。