, K& p5 k8 T% V4 y7 EThe 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 $35 billion per month in reinvestment purchases.0 N. f: |/ z. n5 V- J
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。& | }5 q; G n; L- q1 `
现在股市标普为例面临1210-1220之间的阻力。 : } m2 ~! Z5 w参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2- @# v2 j1 A" J0 Y) T1 ^6 q, ]
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。5 ?; o. \7 x; {6 X
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 : R9 Y6 i3 Q7 L! I今天早些时候出来的数据:3 e& [# l) z: A1 a- l3 Y
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. 6 i9 e- a7 W2 }/ `股市在这些数据的配合下,仅仅小涨。2 @# `3 ]' L" `- o; a4 |
种种迹象都证明风险资产的上涨长期看还有大幅空间。4 m. _$ m! y. E% `9 t- b4 a
短期看,OVERDONE。3 W u; e1 G; h. i: o+ \# R
所以关注标普1210-1220的阻力位置。 ( F' ^: y, n W: I/ {' V2 h& L5 b # e# w3 y* U# [$ G" D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 X5 n+ w2 {# u# j) x( E- {$ q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。