本帖最后由 紫光 于 2010-11-3 21:39 编辑 , R) _2 k9 d8 [. b" u$ R
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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 $35 billion per month in reinvestment purchases.6 a$ \; h! S6 w/ \9 t. B
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。7 R' |4 {# T0 ~
现在股市标普为例面临1210-1220之间的阻力。 9 z6 l6 @+ T* a" e" C! S参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 7 Q4 N/ R" p( J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。 # ^% Y* {" z- U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- P" D) E$ { L! I+ L/ `今天早些时候出来的数据: : p+ @' Q- w! _" n, DEconomic 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. ; H1 s# a+ P& S# i0 x股市在这些数据的配合下,仅仅小涨。 " `$ _; U4 c) U- B, @种种迹象都证明风险资产的上涨长期看还有大幅空间。- }, q1 p {( w
短期看,OVERDONE。0 {% i: W2 W* m# ]5 I8 P5 K& X5 t
所以关注标普1210-1220的阻力位置。7 Y! d! W3 [7 F! c! n6 I4 D
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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。 # n- Z4 K5 n, i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。