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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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* `1 |& I7 J7 p( L( LThe 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 $35 billion per month in reinvestment purchases.+ Q9 ~- D+ ]& n
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
" i5 z0 @# p% F/ w( k现在股市标普为例面临1210-1220之间的阻力。
1 L5 j& m* b2 c' ^# ]2 p参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
+ E+ `, Q6 w' ?4 H8 Y# C, S* ^从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。- \6 p+ A% x; U' j2 u2 }/ H5 R
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
+ N6 H8 c" d! n7 f5 u! M# y今天早些时候出来的数据:4 ~, H" ~: x& w
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
/ k7 p! `3 b+ r股市在这些数据的配合下,仅仅小涨。
# L- G3 t+ T8 W& [9 N* W种种迹象都证明风险资产的上涨长期看还有大幅空间。
: l* t$ s9 _$ O6 t6 g; ^) D9 f短期看,OVERDONE。
0 p& F, o4 C% \7 k5 @- ^2 \* _所以关注标普1210-1220的阻力位置。2 ~( ]( }3 ]) O$ S, `. J7 A
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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。0 S2 U! ~: r7 E2 N1 L4 r, C( C% C8 F
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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