本帖最后由 紫光 于 2010-11-3 21:39 编辑 ! p( C/ T& P7 M$ _6 n* e) Y' D: Y& d3 v0 E4 H" e7 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 $35 billion per month in reinvestment purchases./ }) l8 ^0 ^& U% e# ^0 i( Q+ K
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 z; ] Z% a" k- D$ J0 W
现在股市标普为例面临1210-1220之间的阻力。# U2 R B- S1 [1 Z# Z# u
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2% l# q4 `! q5 K' m9 o
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 w* R- s. a+ w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。( W8 E" D, ^* t! m! j& } n6 j6 m
今天早些时候出来的数据: 6 G0 `& [; W, M' Q7 w; Z+ DEconomic 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. # }0 Q8 T# C4 B& @
股市在这些数据的配合下,仅仅小涨。& a$ ^9 O; L V# C
种种迹象都证明风险资产的上涨长期看还有大幅空间。6 ~3 D. g2 q) W; W/ f+ J
短期看,OVERDONE。 ( h/ r- C# q/ M5 J8 ~- ?$ t所以关注标普1210-1220的阻力位置。& s3 a6 l/ i' v' G9 D9 m2 ?8 T" k6 B& 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。" g2 T. Z# b# g' L' ?4 K: S. X
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。