本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) |8 ^) {6 t i$ `' D0 r3 L
( k; X; p: c* E K dThe 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 $35 billion per month in reinvestment purchases. ( Y2 U( w$ j" l& R; 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。6 z( H I; M# Q1 n7 C- `& V0 e
现在股市标普为例面临1210-1220之间的阻力。 ; p6 j3 p: x0 I参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 + q% {/ }1 c. t, Q( ?. i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。 9 ~# N( K$ t& y0 ]1 j5 L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。! v t4 n$ c# H: L0 e% ~
今天早些时候出来的数据: # c$ s0 G. r0 G5 L0 V! I5 |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. , U d0 y' r4 I; B. W, ?; {
股市在这些数据的配合下,仅仅小涨。 $ w3 K V8 ~, I, h& p3 i种种迹象都证明风险资产的上涨长期看还有大幅空间。$ A: B5 t1 b8 X5 F5 w$ R
短期看,OVERDONE。- }0 k% P& Q& z$ Q( h
所以关注标普1210-1220的阻力位置。" ]2 ?. m! c2 W! i- e' E9 |; B
- V: l4 `- z* `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。; S1 R5 D* \" e. M! m) v
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。