 鲜花( 4348)  鸡蛋( 18)
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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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4 D8 j9 r! J" b0 R# NThe 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 $35 billion per month in reinvestment purchases.. L* h! R% L: U6 R, f5 s% T: |
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。) D" o, _" H0 D$ d. Z( d3 \
现在股市标普为例面临1210-1220之间的阻力。
. R2 K; O% @ A/ F: C* X* {) c参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2+ c& \% g0 ]# N
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。
1 _- `; P2 H$ C s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。
, i2 D$ S) w5 U今天早些时候出来的数据:$ E- {5 Y7 ]# q
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. 3 s* Q0 A$ s" h8 q! a
股市在这些数据的配合下,仅仅小涨。
$ q# }% k! @* Y/ D( Q' o3 k' r# H种种迹象都证明风险资产的上涨长期看还有大幅空间。, \# m8 D) o- N% ?4 ]# {# E; U
短期看,OVERDONE。
0 S! h5 e% C2 l3 J! K1 o. f所以关注标普1210-1220的阻力位置。
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2 \1 R4 _3 {; n/ ^$ R5 k* c3 n2 o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。/ R$ a( B1 L4 ?$ L Z) ]- D
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。 |
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