本帖最后由 紫光 于 2010-11-3 21:39 编辑 3 U$ w' J! X- ^) g9 [5 b Q. O
, @) M" b" u# M9 SThe 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 $35 billion per month in reinvestment purchases. ; F+ I: L+ q# l/ P8 s0 y8 p0 U嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。1 U1 h" ^$ F- J
现在股市标普为例面临1210-1220之间的阻力。) _4 b2 p/ @( Z/ X( g
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D28 e$ D$ U7 t. e- W0 f9 n( b
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。 - n1 a* z" I* c0 ]. d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。3 |1 h2 T2 ?9 Y+ a
今天早些时候出来的数据: ' C& f0 F- |9 hEconomic 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. " |1 p/ v' l& V* D2 K股市在这些数据的配合下,仅仅小涨。 4 h4 }/ z$ I- _ ?9 V+ a种种迹象都证明风险资产的上涨长期看还有大幅空间。 + j* u8 g) V: z5 g9 A短期看,OVERDONE。 - h% C! U, Y8 W% U9 o所以关注标普1210-1220的阻力位置。: D: e: B* |9 y, I
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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。' q2 f) F: \8 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。