' w7 K& r0 l. t$ XThe 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 $35 billion per month in reinvestment purchases. ) M6 G; ~4 Y5 Q/ M嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 . _, v% f" @+ Z x现在股市标普为例面临1210-1220之间的阻力。! P I8 r7 ?% u# h" q `, I3 X
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 + S+ C( u; j0 D$ Y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。% R2 W4 m# H" D
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。 : g% I+ Q. l! D4 e% M9 y0 s) n今天早些时候出来的数据:4 A+ B" b4 n7 ~5 U' e
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. : P+ B1 y& B- r: d6 r
股市在这些数据的配合下,仅仅小涨。 + L+ L+ S" \& C w5 o, n种种迹象都证明风险资产的上涨长期看还有大幅空间。% }# W) Y% N/ n. m, F9 \
短期看,OVERDONE。 / [: i2 ?4 v/ y1 U所以关注标普1210-1220的阻力位置。 / i& }4 N, Z4 s 9 I5 L! Z2 S+ A" ` c+ b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。# E7 @& G2 R" L- w
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。