本帖最后由 紫光 于 2010-11-3 21:39 编辑 - H- f. |. a8 g; e, S4 q. q* |: n
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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 $35 billion per month in reinvestment purchases. 8 }6 B* Z" J3 z g6 ~# v* @" ?嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 & C# p/ y6 \3 l, h现在股市标普为例面临1210-1220之间的阻力。 6 c9 X! X* b% m( {参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 - B Z" t* F9 s( P s从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。. X) g1 f) Y) ?% I: h n
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 0 _8 e# J$ R3 ]" Y r今天早些时候出来的数据:& Y3 M( u1 l6 x, V/ e5 C9 D2 u! b
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. , |- _) v2 [: m: p0 u# ]* F& D
股市在这些数据的配合下,仅仅小涨。 ; V) t* |# D; }* S' u种种迹象都证明风险资产的上涨长期看还有大幅空间。 $ x ?0 @9 `/ Z) B1 {# Z: I' z3 e- t6 N短期看,OVERDONE。 % l% ` J) m# j( ^/ i9 S9 |( c7 |所以关注标普1210-1220的阻力位置。 " l3 q7 Y) {% @6 D! C ! N$ `2 s: {0 ^0 ]& l+ J B8 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。 . z9 p# ^2 A. X7 k% u. a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。