本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; I8 h! |# n% y0 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 $35 billion per month in reinvestment purchases.5 q( A1 T; \+ S; D5 `
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 C1 J: g: L$ c" E8 I+ m/ m
现在股市标普为例面临1210-1220之间的阻力。7 c5 S5 h6 a3 O0 q! F
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D28 g. o7 t- e# |( I5 R3 Q9 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。' h- {' f y2 h7 G: w
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。 1 R0 l) y: N" `: f, d p: G今天早些时候出来的数据:! W+ p9 l" }/ H& S
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. Q( j: r* B+ }: t* W* Q
股市在这些数据的配合下,仅仅小涨。 ( H- l3 E! W* P Z& f种种迹象都证明风险资产的上涨长期看还有大幅空间。 # i; y# Y' ~- h6 ?. [短期看,OVERDONE。: X, }# b1 g! W; [
所以关注标普1210-1220的阻力位置。9 k( J, V1 f8 ^- U9 w5 C" f
1 [( S ?: Z( \2 }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。% y; Z5 y X. r' b0 [6 s' A
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。