本帖最后由 紫光 于 2010-11-3 21:39 编辑 2 a# \; z! l e& @% o+ W" @+ a$ ^% o; G$ `" Y+ a
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 $35 billion per month in reinvestment purchases. - ~2 T) V# m! R, e- g: r6 s S9 Z% e嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。- {7 F! ~0 P" u2 S) t2 K4 t
现在股市标普为例面临1210-1220之间的阻力。 ) B5 X2 l# C+ [( S7 [1 z H0 g参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2! B1 `( T; d4 P* J& o% q2 u1 ], R
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。# {6 j+ ]2 S' e% T- I/ w# X I1 S
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 9 D: p$ p/ W9 S1 e& h* r, W) b今天早些时候出来的数据:1 q0 [1 v6 G2 J+ J% u1 B; D( {& w# h* p
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. ; `: o; A1 p, d8 R b4 c股市在这些数据的配合下,仅仅小涨。 4 z1 a+ W! q2 a, P9 G* k( j种种迹象都证明风险资产的上涨长期看还有大幅空间。; o! G8 g" I2 S% N# F7 y3 ^
短期看,OVERDONE。 2 I" r9 J$ l/ I2 b$ [: x" p6 k. Q所以关注标普1210-1220的阻力位置。' s; i8 ~& N* |; C: G
# F; r) U e6 Y( d& }2 r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。/ j( G' K* v1 i0 d$ 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。