本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; y/ j4 a/ p' K
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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 $35 billion per month in reinvestment purchases. 2 D* U: c9 m2 y0 D嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 w% i& h8 w R5 l' s" p
现在股市标普为例面临1210-1220之间的阻力。3 p- I( N$ ]2 U9 J
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2. d& I% e* p- t$ o* t* ?
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。/ S: f" g3 r+ X/ d( @$ G! h; ]
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/ n0 z' t+ B A, Q. m: V
今天早些时候出来的数据:" i+ T9 B& g3 E: I3 W- x4 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. " C- v6 B4 K$ h( \; E0 e
股市在这些数据的配合下,仅仅小涨。4 F5 k8 y! v q: ~
种种迹象都证明风险资产的上涨长期看还有大幅空间。 9 j5 D/ b$ h% R短期看,OVERDONE。 $ N* e3 \1 i2 ~所以关注标普1210-1220的阻力位置。$ w5 Y1 a, z% t* ^
) F1 C) p: h3 j2 Q* R s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。 4 @' m5 ^: {) D' R4 K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。