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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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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.( W' Q; i, `6 O" V& r
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。5 f" i: U9 f5 o* f
现在股市标普为例面临1210-1220之间的阻力。* w, L( Z2 A5 x9 i* R" s
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
# i' g- |4 x# {7 F3 H- }8 Y6 N- K) G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。
J0 }1 O2 K% e" Z1 f2 H2 k; \8 V4 s: 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。7 N6 L' U# d/ ?: z
今天早些时候出来的数据:; B7 n( a: ^. C+ [/ }: [/ P
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.
0 T, A' K; I' K# T6 c5 p股市在这些数据的配合下,仅仅小涨。
2 f: t/ s! K0 V2 [, u, B& d! p种种迹象都证明风险资产的上涨长期看还有大幅空间。 ~. `7 u% v+ I, I5 O
短期看,OVERDONE。9 i0 v/ c- D1 I) _* Y
所以关注标普1210-1220的阻力位置。/ L, ] R. P, m* P% Q9 _1 `
; {0 q: N1 Y3 q8 f7 x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。
; o2 d% E9 M2 i& f# k0 w/ l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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