本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' G, |9 _ A! c6 ?2 G- }
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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 $35 billion per month in reinvestment purchases.. x5 U8 L: J7 H
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 % Z' p4 B9 e' H9 o/ C5 ^现在股市标普为例面临1210-1220之间的阻力。 ( a7 G( ?) t; D" ?' h/ i参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D29 |( \* Q1 l T0 V6 s+ b4 `: e
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 0 ~' t: x- t5 T今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。9 z; e. r8 D X5 f) L1 t
今天早些时候出来的数据:- F1 I. a' G8 b
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. # q v/ N2 f$ q* o
股市在这些数据的配合下,仅仅小涨。2 P" g# [+ B9 R" R, r/ m
种种迹象都证明风险资产的上涨长期看还有大幅空间。7 N7 R: j9 ]0 c# r( j
短期看,OVERDONE。& F% y1 y6 f, p ]6 u# p M
所以关注标普1210-1220的阻力位置。 ' t5 k' ?% M1 p. s ) M$ g3 f9 l# P; f a+ X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。 * o+ w$ V1 D& R9 J( o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。