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本帖最后由 紫光 于 2010-11-3 21:39 编辑 - S8 ]- U5 m& s* J
. `; S2 M! h, s o/ tThe 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.: h, Z5 J: Z" y& ?
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。
$ |' |9 F# U g2 H: t现在股市标普为例面临1210-1220之间的阻力。
$ e+ g0 ^ I1 r, k参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
9 V0 W7 P1 U3 U% N9 b9 o) F9 Y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。
" D1 t( P: O2 q2 c( }8 Z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。 \) C, }4 ^7 w. y
今天早些时候出来的数据:
( B. f1 j, L L5 g( O5 y) SEconomic 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 Y' _; [# r; @9 {; l6 R
股市在这些数据的配合下,仅仅小涨。
K7 c! p% M- g: c$ W% @& c0 b种种迹象都证明风险资产的上涨长期看还有大幅空间。$ h4 S! w, @1 y- n/ j+ x! u
短期看,OVERDONE。
! W2 a& v, N' N+ H! V% i所以关注标普1210-1220的阻力位置。2 G# H* b: Q( p8 K
/ W" |/ C3 b Q! `+ V: \8 |: j
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。
1 N' a9 n* b0 w M% T) ^1 ?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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