本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) q4 P! }/ Y9 T2 z% l% s7 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 $35 billion per month in reinvestment purchases.- ^1 }* Y& y' A' q2 ?
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 4 J4 `( g) G/ l$ K% u/ e$ G% u; s现在股市标普为例面临1210-1220之间的阻力。 $ A/ K# v5 F5 \0 ?6 D参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 B. n: f) O0 V% l
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。, I+ w9 A! k9 E
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。+ _/ `9 Z9 l9 w0 \- F+ L2 z
今天早些时候出来的数据:0 b) o0 s9 g* f* B4 d. l! x
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. # Y6 d; R* [; z; _+ T0 v股市在这些数据的配合下,仅仅小涨。 ) X/ l. r; y" s. g. j6 W) g0 f* o4 I种种迹象都证明风险资产的上涨长期看还有大幅空间。 4 f8 Q- A/ t' T, g; \+ e+ t短期看,OVERDONE。6 U3 f0 x% H( W) ~
所以关注标普1210-1220的阻力位置。% e, [$ y# C7 x) S