本帖最后由 紫光 于 2010-11-3 21:39 编辑 8 ?3 n7 I8 B; B+ r% U: V" T 6 P b1 j& l, ^, r& w5 F! J7 yThe 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 $35 billion per month in reinvestment purchases.3 N( B- _$ u7 O% w0 a2 B0 e+ 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。 0 d$ q# A# R- g8 }5 t现在股市标普为例面临1210-1220之间的阻力。. u. o2 m5 E: h% S' z
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D21 x+ q; O9 G$ @# Y$ H4 [# s4 w( x
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。 ' v0 D; N+ ?7 F0 P) |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。; ~! r, r6 u2 p3 z$ }" {$ P* T
今天早些时候出来的数据:9 }7 V# R* W7 m# f- M
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. + @' }9 _1 q# p
股市在这些数据的配合下,仅仅小涨。 S. ?( X- i9 v7 R: }种种迹象都证明风险资产的上涨长期看还有大幅空间。 1 Y+ [. A7 }9 n* ]$ A: O短期看,OVERDONE。 8 t" b. E7 G! ]0 l所以关注标普1210-1220的阻力位置。 ' J; d0 r/ x7 Z j& I4 S! V2 ?9 Y( z9 C" a- k. D
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。( y: F& c5 b9 _
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。