- @# ^8 W* C0 R- IThe 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 $35 billion per month in reinvestment purchases.. l6 W' X; _+ G' u2 y% m+ O9 B
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。. g4 ~+ c! I4 @# @2 Z0 a
现在股市标普为例面临1210-1220之间的阻力。. P. w$ a C( d0 t+ v
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 ' @2 d( ?* J" N2 T4 ?0 e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。3 z3 \. e- T7 Z: p3 v( l( A
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。: Q9 s/ O, O0 ~; D
今天早些时候出来的数据: : c; ]/ Q' q" _5 z9 _& f- ]- pEconomic 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. # ^& @- [2 t( \1 x: S
股市在这些数据的配合下,仅仅小涨。1 a1 x$ s- t, x- N9 L
种种迹象都证明风险资产的上涨长期看还有大幅空间。 . [( ]" e s/ W9 j短期看,OVERDONE。; P6 n/ f/ m) P6 g% p0 v) H
所以关注标普1210-1220的阻力位置。 ! {$ [+ m, U9 \6 \8 C0 Y , p# [' q) A8 }2 I+ z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。 7 [4 T9 s5 ?; Q3 \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。