本帖最后由 紫光 于 2010-11-3 21:39 编辑 " S1 g( b# c: }( \
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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 $35 billion per month in reinvestment purchases. * v4 p/ G" h) L3 C7 u嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。1 G$ ]; P6 B( ~% N- o: M
现在股市标普为例面临1210-1220之间的阻力。 ) A/ L: m7 y# `6 N) v4 g( ^参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2+ G" `9 V: c, ^/ c5 M
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。0 K, F" T# G" B" u/ E ?
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 k( E* z; U) _$ s8 D* f今天早些时候出来的数据:: Q" i0 p! G' g' F' K) t
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. 3 y+ W& O" S; a: q
股市在这些数据的配合下,仅仅小涨。 V) `- n: _ p) E8 w! m种种迹象都证明风险资产的上涨长期看还有大幅空间。$ C+ _/ n; i5 R
短期看,OVERDONE。 . f" t3 X& L$ i+ _* u所以关注标普1210-1220的阻力位置。 , y& O0 \7 M" w/ ]. J: S! V' j! j- J. ^# D) Y
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; I1 J; B8 U/ e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。