本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; S% f- u% T4 Y. F( w- l7 ]; x% _ / i3 M0 v- G9 j/ @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 $35 billion per month in reinvestment purchases., {+ w. m$ o; _$ K
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。 ) h6 c8 S7 K3 ~0 Y3 M现在股市标普为例面临1210-1220之间的阻力。 & R" ~1 p; ^9 f" G( G参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2. L' \( |7 x& T4 r/ E1 a! C
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。 5 I g$ u8 Q& r$ i' 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。* a5 I) z) U0 t R
今天早些时候出来的数据: , }" Y1 s+ R- ?- jEconomic 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. 4 C6 q8 v# X1 Q9 T( [) B股市在这些数据的配合下,仅仅小涨。 6 \$ Z b" a6 z种种迹象都证明风险资产的上涨长期看还有大幅空间。 " W- g$ P/ u7 M6 [: G1 N短期看,OVERDONE。 & j# @3 u) j5 l* f: Z* L) Q2 D4 Z所以关注标普1210-1220的阻力位置。 $ y$ O1 [. y" [9 Y3 Y7 r* ?! z+ |7 x8 t& P- B# X7 D3 i8 ?
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。 0 g) q0 o( Z, U' R; o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。