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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 $35 billion per month in reinvestment purchases.
2 I& |4 a9 D1 j1 z. B嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
, ?, w0 l8 y8 t7 w# {1 v; j L现在股市标普为例面临1210-1220之间的阻力。
1 }: B6 Y' f# Q+ e- |参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
: _: a7 L2 b/ U8 o# Y0 }- r从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
. u; E7 L, x/ f( k今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。: \" a% S6 Y' e p2 I: C0 Y
今天早些时候出来的数据:) }9 ?1 J2 B3 V! k+ y* c+ f% o8 z
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. 2 F; J' C' v* j; ?
股市在这些数据的配合下,仅仅小涨。3 M, L# e0 q) Y' q9 ]
种种迹象都证明风险资产的上涨长期看还有大幅空间。* j5 y( R" ]% E; H5 a) ] f
短期看,OVERDONE。4 o1 t/ B: y Q2 d* Q/ P
所以关注标普1210-1220的阻力位置。
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! _& u, A! l& Z* z至于黄金,很清楚的3浪调整走势,目前是第三浪开始不久,不过不能越过1366。
* b9 {$ R- w9 N: k5 {, C' q D+ E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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