鲜花( 4348) 鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑
& V3 }+ M- W1 ~
1 P7 A7 Y7 D2 BThe 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 $35 billion per month in reinvestment purchases.
% o- A7 y7 ]% K. |- |& P嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
1 c$ d" @5 A( F" m& N/ n- {6 ~ ^现在股市标普为例面临1210-1220之间的阻力。5 H. ^/ W, m6 C/ D
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2, q/ j- G7 ]( @: W& z! L4 m1 f; m* L
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。# T( ~3 }8 Y/ O% _9 X: \2 ~
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。! [! D: h9 y& _
今天早些时候出来的数据:9 Q; {+ k e0 L8 `. f, D# l
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. ! m! w* Q, }: B. G- {
股市在这些数据的配合下,仅仅小涨。
9 v- Q* Z4 Z; [- O种种迹象都证明风险资产的上涨长期看还有大幅空间。, i/ Z* P# {; @5 E& I3 I
短期看,OVERDONE。+ b+ i- @3 V6 i9 Y
所以关注标普1210-1220的阻力位置。
& i% V7 y$ ~3 ?/ m2 z, D6 a$ y! k7 M/ { t& r9 V* d
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。# c: N( d% d1 ?( p8 m$ n' {5 a
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。 |
-
|