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本帖最后由 紫光 于 2010-11-3 21:39 编辑 9 r V) }, q! D0 K
1 A. Y# t) S9 ~* e. Q! H4 {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 $35 billion per month in reinvestment purchases.
* ~1 M7 T8 a, ?% ]嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
9 X/ c4 U' g7 f) |* ?1 ^现在股市标普为例面临1210-1220之间的阻力。
! h/ w# Y: u. {1 W9 a0 N' n, ~参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2- z' U# F5 U! K, d9 ]$ {
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。0 a8 o' h- K/ j5 ]& X8 A: q
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。# t, _$ G, T+ l- e C
今天早些时候出来的数据:
5 B6 I P5 Z& W g0 x& vEconomic 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. 3 Y2 }9 u; F3 d6 |; C6 I
股市在这些数据的配合下,仅仅小涨。
7 g5 F; [" D- Y% a6 b- C) r种种迹象都证明风险资产的上涨长期看还有大幅空间。9 O$ E$ Z, a" U" d4 d S# ?/ t
短期看,OVERDONE。, Y; Q) H) d. E; T. n' W- k! D
所以关注标普1210-1220的阻力位置。0 Q, i" h' G% Z1 y
/ \9 R! Q6 p+ [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 g) t. `$ l, W6 D! m+ s% E
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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