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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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1 b2 f' c, E8 E$ NThe 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 $35 billion per month in reinvestment purchases.
! j- e& u5 X, b$ T8 R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。# E5 Y- L1 e( k1 T4 @" l# s
现在股市标普为例面临1210-1220之间的阻力。7 ]9 h/ a7 `8 z% h$ L, f5 Y
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2& U1 b" p" l5 z9 f: q
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# Q( i" Q5 }0 F* ?4 u9 j9 T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。
6 G) ?# d/ E" m/ c今天早些时候出来的数据:7 b; j- T, L- Y, Z8 k, z3 k
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.
# i# _ `7 K: d* A0 s股市在这些数据的配合下,仅仅小涨。
3 l4 ^ d m; B9 W3 Y7 }种种迹象都证明风险资产的上涨长期看还有大幅空间。
4 ]/ Q* L; p1 Q8 J; A/ l! S! c短期看,OVERDONE。8 C, i, f8 ?3 h8 j& h5 d4 x8 U$ c
所以关注标普1210-1220的阻力位置。7 P8 I! `+ M* }. X
! r/ ]0 R! Q8 Y! ^ x% q1 k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。
, c! H! G& f8 e7 {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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