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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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3 {; K, q# G+ x, M# `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 $35 billion per month in reinvestment purchases.5 f/ W5 Z$ E) c& n$ S" ?9 a- C$ d
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。1 K1 i6 o, p7 O( ~& _' n' Q: p
现在股市标普为例面临1210-1220之间的阻力。2 a. V8 q4 G( }
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
r8 ?! U, R6 g$ x* H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。1 u( C. o; c! ]& c4 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。
7 c/ W' |; u3 Q% v7 p5 W2 t今天早些时候出来的数据:
' ?! k, F: T9 H/ I% K: Q8 aEconomic 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.
0 {/ b4 L% R4 L9 z; f+ g' h股市在这些数据的配合下,仅仅小涨。% K' ^8 Z$ i d" G+ v8 V
种种迹象都证明风险资产的上涨长期看还有大幅空间。
! ^* B; i. x3 P: @短期看,OVERDONE。
8 H1 |! u; h V所以关注标普1210-1220的阻力位置。9 A6 Y" v6 g* | 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。
6 y( \! X, g: h: }3 k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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