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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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1 V2 Z0 e7 z7 m9 i2 W. S# _* GThe 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 $35 billion per month in reinvestment purchases.( F# U' a# D+ g1 Y9 N! }$ W' ?0 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。3 t5 ^: e" f: V- Z9 P, o
现在股市标普为例面临1210-1220之间的阻力。5 I0 q0 S! V# m
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2/ `$ N) U/ B% z: K) d
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。( B( T, u1 Q' f, k* V* M, w
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。
, X! b/ M4 m3 p+ c7 F, k8 D今天早些时候出来的数据:, o: c* }3 [8 {& h1 D( y8 n
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.
' R/ n/ |4 C/ c9 U# ]. m0 L股市在这些数据的配合下,仅仅小涨。
; ]5 ~/ F5 b I种种迹象都证明风险资产的上涨长期看还有大幅空间。3 v- V5 h* y# d) K
短期看,OVERDONE。! t- a1 F0 x7 x$ j
所以关注标普1210-1220的阻力位置。
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7 ?. `/ {! v6 J" e6 F6 |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。) O8 s/ f* G$ _; i7 P
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。 |
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