本帖最后由 紫光 于 2010-11-3 21:39 编辑 7 T) g+ |" l( ? # O _8 R6 B6 Z0 z+ n8 Y# sThe 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 $35 billion per month in reinvestment purchases. 8 @' ?9 a- p; K嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 ( O9 V+ ^9 S0 H现在股市标普为例面临1210-1220之间的阻力。# H N% J; M: p! p6 \ y9 {
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 7 A3 h4 |6 {) A6 d4 b4 m从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 2 R z% Z. _6 W0 t6 r今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 , @2 n. y: D% J% T& b, A今天早些时候出来的数据:6 W7 z& F s) e# e, y8 k
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. 2 i' f' W8 I( A- q( S* g; a3 I/ ^' p
股市在这些数据的配合下,仅仅小涨。# j4 }0 W0 ~! i- s
种种迹象都证明风险资产的上涨长期看还有大幅空间。 P" p( U1 h$ J' D/ \: o/ ?0 v短期看,OVERDONE。 * c& ?( Y, [: ~( P所以关注标普1210-1220的阻力位置。4 Y8 ^, r7 H7 l# K9 d* I6 V
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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。 / w; \6 u3 ?- Q) [6 U- `0 y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。