本帖最后由 紫光 于 2010-11-3 21:39 编辑 & S+ |5 w$ P/ j5 c% \9 Y7 a6 W t
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. $ v: M1 f6 I( P) C- E1 W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。( n. ~- Q. w3 \# M3 j `. ?
现在股市标普为例面临1210-1220之间的阻力。: \2 m* l( i$ v( k$ z
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 4 ~# A2 Q9 k% @; N: x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。 7 X; `1 u/ z' j Q2 e3 w% i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。 9 E0 W8 K3 e9 a+ `今天早些时候出来的数据: : d# k: D4 f, qEconomic 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. . Q, Q( n0 M) x2 ^' L0 x1 |, J0 z股市在这些数据的配合下,仅仅小涨。6 {% U0 S! c, L# y
种种迹象都证明风险资产的上涨长期看还有大幅空间。 5 v" d6 H# E. O* }& x短期看,OVERDONE。/ k: t$ F8 u! Q1 o$ C& Q! A0 l
所以关注标普1210-1220的阻力位置。& t U- }) Q5 ~5 x0 ^
; d/ P& d0 b8 D* v ^% g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。0 O0 z4 R+ g9 W
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。