本帖最后由 紫光 于 2010-11-3 21:39 编辑 0 E- `3 C$ N9 @+ ~3 \! ]/ @, [' m/ j1 S( g
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 $35 billion per month in reinvestment purchases.& @8 b% {* r' Y( C, X1 J
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。2 m) {, H1 P! J0 B+ h7 d
现在股市标普为例面临1210-1220之间的阻力。 / `5 g5 c8 P# a4 X" h: c参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2/ i- m% t1 h) r3 J5 C
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 ) v0 M) D4 ?( {* s$ `: X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。 % G& P1 ^8 r5 B. r' J今天早些时候出来的数据: 1 {! N/ L- B/ w. wEconomic 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. * E) F- v9 F n
股市在这些数据的配合下,仅仅小涨。; L* B' i$ U8 f! X( n3 M; n& @
种种迹象都证明风险资产的上涨长期看还有大幅空间。: x" n( _ V$ s) b! z
短期看,OVERDONE。 / j( c$ ]3 k5 {: P" J所以关注标普1210-1220的阻力位置。/ n' _9 A) \' u8 C
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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/ l6 I3 u3 s# r
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。