本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; x5 l! @( l2 o9 u* U4 y( _0 W( s3 D7 x3 c9 [
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 $35 billion per month in reinvestment purchases.% R+ t- V! g+ C7 a+ {5 }( b+ }$ _# Y
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。8 k$ M; S& A R1 I, a/ o/ f2 O( |
现在股市标普为例面临1210-1220之间的阻力。 - t! H$ r! K: r$ A1 E6 I: N参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 ) B- Q S, E! X7 H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( ?0 m: _- q* m8 o3 j; N2 U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。* J& i$ O( g5 o
今天早些时候出来的数据:% x1 m3 u/ t5 U S; G
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. 5 l# @; f) I& m! F' w股市在这些数据的配合下,仅仅小涨。 / u( Y* l- i/ O+ w: A) z% Y2 N种种迹象都证明风险资产的上涨长期看还有大幅空间。& w( t6 l5 x7 [: x+ S+ K# I+ {9 V
短期看,OVERDONE。) _# E: [/ r3 v; T5 W
所以关注标普1210-1220的阻力位置。 3 v2 M0 O. a3 d3 P$ i- C; R @ ! V/ Y6 |# ]8 D3 Y h: p6 H+ D1 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。% M+ s+ n$ {- ~- C% B
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。