本帖最后由 紫光 于 2010-11-3 21:39 编辑 4 j M: n C* P! ^. P4 U; K - q6 z: p# v- l) X9 yThe 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 $35 billion per month in reinvestment purchases.$ g0 j9 _ S" r- O6 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。 7 M4 u2 d- \! s; Q现在股市标普为例面临1210-1220之间的阻力。7 H0 f6 z6 z- R. w
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 2 {0 S$ N( z0 m+ d5 N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。 1 U& G3 [, t1 h/ p/ o) d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。 7 p3 a( o) P3 K P' P& H今天早些时候出来的数据: $ G) m! `$ L! H$ ]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. 7 R# q) P8 f; e股市在这些数据的配合下,仅仅小涨。 4 J4 i0 x _; n# [3 [种种迹象都证明风险资产的上涨长期看还有大幅空间。+ u& A2 d& W" J' H6 ^% \' w
短期看,OVERDONE。7 t1 I% h* Z0 ]* z3 R q
所以关注标普1210-1220的阻力位置。 # O8 `1 y3 b$ D% I# m- | ) G" }; \# z1 T E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。4 j( ?$ f9 X: T2 [& `4 S1 ^, m
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。