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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 $35 billion per month in reinvestment purchases." y7 f: N1 ? P' ?, B3 v9 p, h5 c
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。8 z( i7 N" X( s, V+ T a* \
现在股市标普为例面临1210-1220之间的阻力。" k5 i6 F2 y+ o( C6 q/ _
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
9 g& j, Q9 d: |从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。6 e! @+ G4 X; h3 i& q
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
/ y" R: P+ ^! s3 N1 p今天早些时候出来的数据:
* r6 v$ o$ T {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. ; K+ w) m; Q/ T$ ]5 S- `/ J! b$ S% H0 g
股市在这些数据的配合下,仅仅小涨。
4 }+ F2 U1 A) p2 ]! u, H4 g$ c0 I种种迹象都证明风险资产的上涨长期看还有大幅空间。
" Y& s: j9 i8 P, s1 N' E短期看,OVERDONE。/ t8 _' Z+ h( i* g1 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 r) V0 G8 r5 M0 P
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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