本帖最后由 紫光 于 2010-11-3 21:39 编辑 5 C' D8 } j% g$ p1 ~" m& k0 s( U5 \' l" A. C) q$ O. y" z
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 $35 billion per month in reinvestment purchases./ o5 K( T" @; z1 z; H9 }8 y1 ?$ F
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。 & k* d! ]0 p/ L2 v9 o: k& S现在股市标普为例面临1210-1220之间的阻力。 ( i U1 V& W2 t" F$ c( D参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 3 O# u( B7 e, o4 A- J( V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。 " p' v" O M) M$ G/ A1 k h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。9 V" |/ W/ G8 I7 f0 v9 G
今天早些时候出来的数据:/ H8 g6 u# B) b
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. l {" l) e7 R d( f
股市在这些数据的配合下,仅仅小涨。8 z' A" F/ h/ b w
种种迹象都证明风险资产的上涨长期看还有大幅空间。 " ^* {' P% \, T0 l0 `# \) E4 o- h短期看,OVERDONE。 ; T# W. p- d% c! q所以关注标普1210-1220的阻力位置。3 P2 \( y5 b$ _
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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。 ( I+ h! p9 f+ d* _: W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。