本帖最后由 紫光 于 2010-11-3 21:39 编辑 # I% A9 M% z. d+ O. D 5 u" d6 \* @& tThe 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 $35 billion per month in reinvestment purchases.$ `- C$ l/ E# E; G3 ?
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。 6 @. Y3 w, {/ I% _3 I! \现在股市标普为例面临1210-1220之间的阻力。, b8 y! b, P) c5 n$ p* x5 z0 J
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D26 ?* L: @; `& S! B$ O# Q4 i/ n$ K( 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。" l0 g( _) ^7 O0 z9 {6 _, ~+ z' E
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。 ) i- u/ S4 o- V4 [; {$ R今天早些时候出来的数据: ' n3 ^0 F8 r j/ p$ k9 lEconomic 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. . J- q+ F9 A# }' h股市在这些数据的配合下,仅仅小涨。8 C& q) K* D( m1 ?
种种迹象都证明风险资产的上涨长期看还有大幅空间。8 w6 O7 i* l" A9 q
短期看,OVERDONE。 % R m. ~7 I: N% d. H: ]4 R5 Q所以关注标普1210-1220的阻力位置。 ; j9 S' N7 x( N; Z' H6 D/ Z$ I, m0 X0 O8 v0 D C8 p+ t) a1 Z9 V
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。 . L1 L- L Q+ t B* Q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。