本帖最后由 紫光 于 2010-11-3 21:39 编辑 4 v& E. F, p' h3 T; y & [9 \- { `& z' }7 \, y/ w0 WThe 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 $35 billion per month in reinvestment purchases. 8 p% K; l" q9 u8 U) W" k* I4 m嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 # V& Z" Z) k& q' D* G) H) B1 L现在股市标普为例面临1210-1220之间的阻力。 " u6 o3 F5 D' l! m; a+ B参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2+ H8 i2 F! F: y& J
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。# i* f& y' I4 F# o1 P1 C- i
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。 1 V( E ]' ?7 I7 e5 p今天早些时候出来的数据:' a! Q; D( J& c: t$ K/ D" x
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. ' _* u* ]6 E0 [% U$ q
股市在这些数据的配合下,仅仅小涨。+ d: p1 _8 r/ {% I# ?! x
种种迹象都证明风险资产的上涨长期看还有大幅空间。0 ^0 P7 u0 b ?) J/ B/ a
短期看,OVERDONE。 8 g( y* [! n1 J所以关注标普1210-1220的阻力位置。- o* D! n2 `6 r, j0 K
1 x. n* a5 N. [/ r y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。2 B; k. k, o- E3 S8 `% u7 t
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。