本帖最后由 紫光 于 2010-11-3 21:39 编辑 % m- Y2 y N. \8 L% h
) ?3 ^4 b5 `. }, hThe 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 $35 billion per month in reinvestment purchases.2 Y+ S* I+ I. {6 J( T. O
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 ; ]! ~1 d& m9 A6 T; r现在股市标普为例面临1210-1220之间的阻力。 ) z0 }4 b, k9 ~参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2/ A& I$ ~$ ^ r% g% a: N H& r
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 Q3 L& E+ @* v$ {. ^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。 4 ~8 I5 R) X0 c! f! a$ p# m今天早些时候出来的数据:0 T2 y# T `7 v" d$ p; [$ g
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. r% i# @7 j4 b) s: h% l股市在这些数据的配合下,仅仅小涨。; v/ i; x: J- t
种种迹象都证明风险资产的上涨长期看还有大幅空间。) b5 [- M" ~" G. N
短期看,OVERDONE。+ @' _: }: g8 M3 Z& `0 Y
所以关注标普1210-1220的阻力位置。 , d) I" n) F: F0 e2 K# H% Z1 J' }; S) K. p# V
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。 9 }1 U2 p5 S5 g. Q; |& ?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。