本帖最后由 紫光 于 2010-11-3 21:39 编辑 & N9 F) D* d3 u J" e _% Q }1 z, G. w3 AThe 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 $35 billion per month in reinvestment purchases. + Z6 Y* U* k0 o. W$ f$ k" 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。2 w3 J1 \2 Y$ I8 [( E% w
现在股市标普为例面临1210-1220之间的阻力。 + C l8 R; t! v. K7 A! v参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 2 J8 w$ j6 c' z* P+ k1 ~) 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。- ^3 O \9 n* y3 D5 C0 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。" z' u$ E" n; Q5 D5 M0 u! i, @4 J
今天早些时候出来的数据: ' C! W3 | N' W- [, o- O6 H( bEconomic 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. 6 k: h( |. Z8 {* }
股市在这些数据的配合下,仅仅小涨。 # r2 Q- i. f6 ~: `种种迹象都证明风险资产的上涨长期看还有大幅空间。2 u; W3 {9 |' e( ~/ l
短期看,OVERDONE。 , z5 |& K' i8 W( c9 q! N所以关注标普1210-1220的阻力位置。1 _! l+ F4 N# F
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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 P1 q! v3 { }; v$ Q$ @; p5 v; ~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。