本帖最后由 紫光 于 2010-11-3 21:39 编辑 & N0 a4 V! P) D6 I3 H; f. H2 s" Y! f s- V+ l+ c3 y
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 $35 billion per month in reinvestment purchases. / R& T$ Q% h# }; X) _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。; Q- ?8 G4 C8 h/ D, Y+ c, H9 u* q
现在股市标普为例面临1210-1220之间的阻力。% s4 m& x0 F6 {# o+ l
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2! N2 N/ ^4 `7 e' ]7 a+ P1 F
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。 % C, l9 Q5 y- E7 w, s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。: J3 Z. K) o5 V0 E5 S
今天早些时候出来的数据: : n* I6 P9 k$ y6 K- hEconomic 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 X# a; K+ [1 ?. V% _! `股市在这些数据的配合下,仅仅小涨。 $ [7 a) `' L2 C种种迹象都证明风险资产的上涨长期看还有大幅空间。 9 G2 g6 U8 c7 o2 b" l. D* ~短期看,OVERDONE。 / I8 U! h# N u所以关注标普1210-1220的阻力位置。 : T1 _6 J$ P* A! I z+ u; ^2 D4 Y3 O7 D3 p+ h2 I/ T# Q$ X
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。 . [ d( C4 {& [+ K% k z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。