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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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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 $35 billion per month in reinvestment purchases./ H- {7 E) r. S- W( Y' R
嘿嘿……美国准备印很多很多的钱，不过这个预期已经被PRICE IN了1个多月了。
; s- m! j' ^" [6 m: j( o/ o现在股市标普为例面临1210-1220之间的阻力。. g" `7 B5 }# V% O/ K, ^, z2 E- |
参见我9月1号的帖子：http://www.edmontonchina.ca/view ... &extra=page%3D2
7 i2 q! \- x5 p8 ~从大势上看，突破是迟早的事情，但是我们应该注意一下市场今天都告诉了我们什么。0 u- V# h) r* H
今天的市场风险资产以黄金为例，经历了大起大落。在消息出来之前，黄金自由落体般下跌了30块。而消息是more aggressive，但是黄金未能创出新高。
) i. T" i& g Q9 {5 y$ H, x2 o今天早些时候出来的数据：
- R0 K1 L# I1 d i: a$ QEconomic 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. 2 v# L( j" {3 T, i0 U4 q
股市在这些数据的配合下，仅仅小涨。
, L3 N5 r/ \* j种种迹象都证明风险资产的上涨长期看还有大幅空间。; L9 r% Q! w! \
短期看，OVERDONE。
6 ^6 q4 q6 j& B) l所以关注标普1210-1220的阻力位置。: G, \) p: I7 {) M$ T
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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。# I" }5 B( B9 E: g$ e3 n
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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狗仔卡
发表于 2010-11-3 20:37
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楼主
发表于 2010-11-3 21:02
发表于 2010-11-3 23:35
