本帖最后由 紫光 于 2010-11-3 21:39 编辑 8 y+ n3 b3 K' s9 Y; I
Y+ T0 y1 m: o# \; U- jThe 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.6 k; c4 \: B" e m2 c2 ]! ~8 `
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。 $ ^) d6 {9 ]2 `: z9 R! Q现在股市标普为例面临1210-1220之间的阻力。 r0 `2 r, Q0 k( Z7 o+ W参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D26 |" B' d! Q4 n& w& p- x+ M$ c
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。 . {; K. h2 w0 H a& C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 G0 [. w$ _$ F6 _6 p1 E% S3 z
今天早些时候出来的数据: 7 C& \2 G' u5 r E, vEconomic 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. 1 |" A: t, Z' m5 p2 y5 L# k& `. ~股市在这些数据的配合下,仅仅小涨。 ' t+ y4 J. \! U4 }种种迹象都证明风险资产的上涨长期看还有大幅空间。/ j& n! ^: Q8 @! z x" ^
短期看,OVERDONE。 ! c- h) m# J7 }2 u所以关注标普1210-1220的阻力位置。 & ]1 k- f# h+ i9 r; ~1 U 2 ^. ~% V$ W+ a0 V" I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。) \. z. r/ k$ B1 a" q, t
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。