本帖最后由 紫光 于 2010-11-3 21:39 编辑 3 o4 a; o( }+ N) x$ m* u2 \7 c6 c9 w1 Q( R
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 $35 billion per month in reinvestment purchases. 3 ?9 M0 _- N" Q嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 4 e; s9 l9 Y' X5 i% K现在股市标普为例面临1210-1220之间的阻力。 6 q% R' s' `5 |参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D26 N8 i: z( v) N2 R+ O: ?& _
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 2 [3 ]3 [. h$ I& h( f- ? M9 i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。 ) e- t$ E7 \1 I今天早些时候出来的数据: D s5 ~& A0 O, a! f5 p
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. 5 I" M4 F ?, j& J8 n/ J
股市在这些数据的配合下,仅仅小涨。 5 c" x4 D5 B( ^ T" Q/ [, T种种迹象都证明风险资产的上涨长期看还有大幅空间。 - b6 y" B6 |$ C8 C短期看,OVERDONE。 8 g# o I. A6 V: j2 J# }, `5 j所以关注标普1210-1220的阻力位置。 ( E. G! t$ A" s5 ^ E# |' v" J* ^: X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。 & Z/ @" o6 X6 z/ u- j' O$ n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。