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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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9 h. c% S& M2 QThe 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 $35 billion per month in reinvestment purchases.
. r6 I0 P% U) n9 \8 T x1 c3 r; g嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
' Y$ m2 Y2 B+ n% b& h1 c9 U现在股市标普为例面临1210-1220之间的阻力。
* K/ D; c# a7 R* [4 A! K% Z参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
! d* m2 y) U, X% X) p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。# N( M, R+ P6 B/ k3 d1 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。
* h9 d7 B- U( ^4 N! r9 I0 E9 B$ N* E+ A- K今天早些时候出来的数据:, Z' }5 I8 }" 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.
8 | s2 [( L: X" o% o, V股市在这些数据的配合下,仅仅小涨。# E& V7 ~5 e( x: G5 H0 R
种种迹象都证明风险资产的上涨长期看还有大幅空间。
# I( y) n) |: ~$ U短期看,OVERDONE。5 |+ `, T/ S( k
所以关注标普1210-1220的阻力位置。& H- r5 N; |9 C n* e9 H! Q8 e
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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。9 z* E; m8 e( A) ~& o9 ]
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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