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本帖最后由 紫光 于 2010-11-3 21:39 编辑 * p( g; x8 ]' G; p3 w; v
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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 $35 billion per month in reinvestment purchases.( z, D4 ]9 d; q/ m( Y' P/ c, P
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。, `+ q# |, e+ r7 S" b1 A( q* l
现在股市标普为例面临1210-1220之间的阻力。2 ?# T1 F& l3 ]" E0 Z! A; n
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D23 f, L; o+ ?# |+ c+ s, b' b
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。, G' L: L6 m8 Z% A2 M7 n
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
' _3 {$ {9 C* s8 Q+ B8 b今天早些时候出来的数据:
6 w3 t2 Q3 P i/ o5 V4 \' SEconomic 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 z/ T5 e8 O( V, g3 [- L股市在这些数据的配合下,仅仅小涨。; m0 e6 u U' Z p: @3 s
种种迹象都证明风险资产的上涨长期看还有大幅空间。; ^, z% i, \+ f
短期看,OVERDONE。% o+ ~' H/ D1 i4 p& o# T
所以关注标普1210-1220的阻力位置。
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# ^' k2 h( R. L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。7 c) Y- w. v" ^
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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