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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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q3 g) s' H1 qThe 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 $35 billion per month in reinvestment purchases.
" Y8 C# n9 e2 w+ p$ F& f1 I- G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。3 z" r3 A$ L! b7 a9 V
现在股市标普为例面临1210-1220之间的阻力。
+ ?, k. M" O6 a0 G参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D23 J( t3 N: c" k. d
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! Z) E, I$ \3 ?3 b
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。5 k2 [1 [0 E% I6 w
今天早些时候出来的数据:- B4 n( r0 J$ D5 {3 O' r
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.
2 T4 [, M1 o) }, A5 e: a股市在这些数据的配合下,仅仅小涨。1 E5 e3 q9 F% X" y
种种迹象都证明风险资产的上涨长期看还有大幅空间。
* s- v9 w3 z; \% M* |8 U0 F4 ~短期看,OVERDONE。& ?7 v. I- U, [ G; `
所以关注标普1210-1220的阻力位置。% g6 C- D: s$ z, q- G: b; S
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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。( v/ n7 l' j7 I% T- T+ S! j- d0 b8 N
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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