本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; a; X' w: ]& G, M' g a" f8 W
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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 D2 Y7 s8 Z% `5 G
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。 * j& @3 Z( J5 k, q2 o5 u现在股市标普为例面临1210-1220之间的阻力。: `4 L2 J8 |5 B2 N4 x5 }
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 $ N$ \- D. t4 T+ J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。 2 x W1 D4 |! k2 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 c3 |5 e" K! m# R9 Q
今天早些时候出来的数据:, I4 s% T; a, s/ U8 s
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. & |/ ]* c( U8 s. J+ b股市在这些数据的配合下,仅仅小涨。 . c1 u3 \& d: r: G. K" E* b种种迹象都证明风险资产的上涨长期看还有大幅空间。; W4 q9 k9 {2 ?. v
短期看,OVERDONE。- P ?1 ^0 K1 X9 O/ Z0 Q- n
所以关注标普1210-1220的阻力位置。' F1 Y. y+ s7 M: f- ?
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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。 ' w @8 \" \+ u4 l) W% R* R0 z- w6 l5 G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。