本帖最后由 紫光 于 2010-11-3 21:39 编辑 7 \: U6 Z, {+ I6 M! P( h5 [% y
8 w4 {0 F7 N' Q7 Q8 j3 g
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 $35 billion per month in reinvestment purchases. 9 b3 ^ e! H1 q! b0 E1 y) P4 D ?+ L嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 7 k u/ B/ B5 H- p" B4 p现在股市标普为例面临1210-1220之间的阻力。$ F/ S5 m! Z! e) s3 T) s
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 9 m( o. y" g7 E* H; S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。% p( L: [% ^! i2 _
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。8 X# {' S9 {. k' }7 A3 e; F% z
今天早些时候出来的数据: ; b( G, `* I" o3 kEconomic 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 g( {. O$ j( e- Z$ {, k1 S4 V股市在这些数据的配合下,仅仅小涨。+ O3 ]. A; t7 d: i( y$ J+ |! J
种种迹象都证明风险资产的上涨长期看还有大幅空间。 & q9 \, ^/ u' G9 @: d- }' Q短期看,OVERDONE。2 [# A5 G. @) a. Q7 b9 L
所以关注标普1210-1220的阻力位置。 7 V8 a# k1 @+ K1 n+ T 1 {8 Z* K9 j' y& 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。$ M* {+ U' X9 J4 g$ g
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。