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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 $35 billion per month in reinvestment purchases.' S8 d) X$ i. Q! ~
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。
6 f; Z: l6 `% |# e8 L! W8 R现在股市标普为例面临1210-1220之间的阻力。5 N' P/ U9 y3 g0 L' m- U' o v
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D20 |$ D, A, f5 ^, i- w. u
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。
3 e* B, b3 l2 v# P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# n: O) G3 P2 E6 `: U
今天早些时候出来的数据:) z W5 w7 h7 \! P( d- {9 l% i3 e
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. 8 T3 W2 O. q. D3 F
股市在这些数据的配合下,仅仅小涨。
( _2 y8 K& \1 b" \种种迹象都证明风险资产的上涨长期看还有大幅空间。 y8 l# R q8 D4 p* u
短期看,OVERDONE。# J6 e. Z$ `. j, ?$ l7 t
所以关注标普1210-1220的阻力位置。
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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。
. e# H) @0 [( \$ X6 j, [# S) i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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