本帖最后由 紫光 于 2010-11-3 21:39 编辑 $ w* d+ B5 v' z# ?0 ~
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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 $35 billion per month in reinvestment purchases. 4 ^: x# t0 w- z3 G. P7 z嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 - A' z( G4 Z- G2 Z* G, l. F现在股市标普为例面临1210-1220之间的阻力。 ! u. k6 r9 a3 J! g5 a3 Y. e参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 5 ~$ c: Q7 U6 J! C/ Y5 K8 A; _$ R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。! g" ~3 g+ j" g# d) N1 w+ N1 `7 @
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。 ( Y. y# N2 X# [今天早些时候出来的数据:6 _+ k/ g& u% n/ `
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. 1 M5 K* U$ ~2 Z$ i: W) C! ~% R
股市在这些数据的配合下,仅仅小涨。6 i* h' T1 G: w9 ^
种种迹象都证明风险资产的上涨长期看还有大幅空间。 7 j6 K% \+ t2 T$ j( Q: ^' P$ S8 ]; n% L短期看,OVERDONE。 # L. Q. I3 |. U$ J3 z1 U0 ]所以关注标普1210-1220的阻力位置。 2 s8 G! }1 ]0 } { " z( @3 t9 r! T4 X/ y. f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。 3 {8 S. y4 Z. }, ^4 H# h0 O8 ~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。