本帖最后由 紫光 于 2010-11-3 21:39 编辑 2 ?, h: R0 Y7 Y$ c. X; ^- `
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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.: }6 E7 V; ~; V5 W6 w- `% k! v
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。3 u" m! z3 z4 B6 v
现在股市标普为例面临1210-1220之间的阻力。; K' p; ~( a) A# B" p
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 $ y! `0 b: Q1 Z! ?& T0 H( p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。) d0 z+ Y) s' j) W2 G. 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。8 L* g4 }* B: Z7 ^5 H/ ~
今天早些时候出来的数据:% Q. Z4 S& J6 W) }& Y0 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. ' y9 x& s D h0 O股市在这些数据的配合下,仅仅小涨。/ [0 n1 u4 a$ r4 {2 s8 D& O/ j: x
种种迹象都证明风险资产的上涨长期看还有大幅空间。 ! |- }. @% r% a8 x短期看,OVERDONE。 3 Z8 |6 \' w- s- m所以关注标普1210-1220的阻力位置。 0 l1 U7 f. G+ J2 |' D4 w1 h" F m1 V) Q h
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。 1 o4 D- N* J& C( q0 A1 b" f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。