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本帖最后由 紫光 于 2010-11-3 21:39 编辑 + X8 L X9 c. C# v3 q6 E: @: X, w# 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 $35 billion per month in reinvestment purchases.5 I# }1 u# Q4 \9 R6 U. _/ I
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
6 u: T7 P8 Q% R" F4 ^* _% z2 j现在股市标普为例面临1210-1220之间的阻力。
0 x2 x4 W1 }, E2 c/ p; N; Z, v参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( ^; H( S3 L' G" s: Y. x
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。9 Q) L4 J; g4 q! u
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。/ X2 `% [, ~8 @0 D
今天早些时候出来的数据:
4 m7 X% ]2 R5 D& g! gEconomic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
# q# p9 s9 x5 [% ]' w股市在这些数据的配合下,仅仅小涨。
0 x; W, e% |( g/ g1 K种种迹象都证明风险资产的上涨长期看还有大幅空间。
6 V4 t7 K, d' {短期看,OVERDONE。# _8 t. }2 E: E% k$ M
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。3 I3 f5 J& F9 p) N% v3 s
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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