本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) a9 a7 A' L2 A
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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 $35 billion per month in reinvestment purchases. 4 e4 ^, Q- Z9 F, U. W5 \嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。/ q" V4 a! ~; C D
现在股市标普为例面临1210-1220之间的阻力。 ' `- H. x' U! X( H, {参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 + ~( L+ f" [" G; l$ j& t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。6 r+ X# o5 x& Y3 f0 t2 y
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。 } z8 [/ O1 l4 T- k4 @2 v# p) W" e" `今天早些时候出来的数据:4 s/ S) C+ S( p6 {! }1 H# m
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. ' e9 s. Y- n6 l9 Y! ^4 {: ^( _股市在这些数据的配合下,仅仅小涨。5 D7 V7 u6 p0 f" z' B0 J
种种迹象都证明风险资产的上涨长期看还有大幅空间。 0 V, D9 [8 W P短期看,OVERDONE。 ! S2 F1 o+ S2 K2 i4 _+ z7 |4 c所以关注标普1210-1220的阻力位置。 + e' i, q7 M' o% [4 D! p+ l% }8 m3 s2 x5 G3 @
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。 / U& P5 b4 ^: g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。