本帖最后由 紫光 于 2010-11-3 21:39 编辑 2 e! J$ M9 v6 W2 K0 S3 J, q& k; G/ H, ^9 U3 d d1 a z+ ~
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 $35 billion per month in reinvestment purchases. , E- R2 E6 `5 N/ k# G8 I嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 F" g& m( u. O* o) t; S% A
现在股市标普为例面临1210-1220之间的阻力。' j5 ]6 W) ^8 j( E9 [
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2' I" y( X o5 n! n2 w
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 & }8 q3 |$ A( E8 }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。0 t! z8 M8 ?9 D6 `! P
今天早些时候出来的数据:: \& `4 G/ ?% \+ w
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. 7 ^* \7 p% ]' Y. F, z/ z1 u( ]* Z) w股市在这些数据的配合下,仅仅小涨。* [2 n. `4 }" @5 ~6 d
种种迹象都证明风险资产的上涨长期看还有大幅空间。" b: x! k: d* z! g1 \" u% _1 r
短期看,OVERDONE。 & P( U: O7 g5 r7 f! j; m; n所以关注标普1210-1220的阻力位置。 $ u1 u9 f! E9 X/ q6 T5 k% o! R, Y
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。0 z3 t1 [0 ~& u% A
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。