本帖最后由 紫光 于 2010-11-3 21:39 编辑 ) K. w. s$ B( D- r$ O7 O; D
- ^2 y% n9 Q& W r% r$ {9 l
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 $35 billion per month in reinvestment purchases.. f1 t, m7 H Z8 `( [
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 % @) E+ r* m% Z5 T( b3 c& f7 {2 ^3 k现在股市标普为例面临1210-1220之间的阻力。; h- ~: R( p; I5 L
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 ) s& f. u" X4 M% N. T) r/ z从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 4 R1 x$ R7 G; r! E( T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。 0 d, n. j4 B' X' ^今天早些时候出来的数据:, D4 O- b- ] R8 e0 g* b
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. ^4 N( k9 H$ j& T: P( F! l
股市在这些数据的配合下,仅仅小涨。 5 ^; r* h( A* n种种迹象都证明风险资产的上涨长期看还有大幅空间。! p. H8 C3 q% D }$ X
短期看,OVERDONE。4 Q- J9 d0 [6 o. g
所以关注标普1210-1220的阻力位置。! h3 n1 t5 Y1 [
/ }% e$ C7 k# I v* b
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。5 ~: D8 {, Z. n! i2 }# R! a- p3 j. u
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。