本帖最后由 紫光 于 2010-11-3 21:39 编辑 " u3 e1 s8 d3 h! u/ X3 a* y( ?. ~) u" _0 P% b
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 $35 billion per month in reinvestment purchases.+ h5 k9 u% T1 h/ ]6 |* B
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。$ o0 z3 g) {* c9 ~
现在股市标普为例面临1210-1220之间的阻力。0 c2 _6 A8 t {* t% A
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 ) ^5 E' m4 E8 ?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。# a0 {& g$ h5 U$ l7 v( q2 r
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。/ U* x& i: N8 F2 J+ M( x; W5 ~2 @
今天早些时候出来的数据:9 f2 ]* W1 m% E% o; @' i
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. " ^0 a2 \; @ \ W股市在这些数据的配合下,仅仅小涨。' S4 G+ T5 p0 P( O
种种迹象都证明风险资产的上涨长期看还有大幅空间。 ' `' E# e- y* Z: n6 v4 v- H; k短期看,OVERDONE。 " e" N7 T+ d) m% Y1 k所以关注标普1210-1220的阻力位置。: q2 @. `6 _# K7 `
( F0 U9 a3 f2 O" R7 f4 X8 k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。 , H. B, n8 {5 _/ x! G" M, 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。