本帖最后由 紫光 于 2010-11-3 21:39 编辑 9 z0 w- I" @1 O6 J, ~9 _* v
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The 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 $35 billion per month in reinvestment purchases.+ T8 m+ b9 Y8 O- X1 e# ?6 X/ A. |* j! m
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 # L" @) B) g+ X g& P( q# D+ I现在股市标普为例面临1210-1220之间的阻力。* Y6 k$ u3 V4 i( |
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 4 m, R! R+ f6 F$ q. Q2 k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。 ' f2 _" E* i8 t4 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。 6 t R: I2 |( X" S6 o今天早些时候出来的数据:! H0 C5 q% V0 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. 4 v; e* z v. S' B股市在这些数据的配合下,仅仅小涨。# R+ ^+ B1 c. Q! \& d/ \
种种迹象都证明风险资产的上涨长期看还有大幅空间。 , u5 x5 a0 [9 M4 l. M+ S' {短期看,OVERDONE。 9 n& w+ q" o$ ?$ L+ f) ^ j. E8 P2 H所以关注标普1210-1220的阻力位置。4 s: f/ e0 o1 D$ o