本帖最后由 紫光 于 2010-11-3 21:39 编辑 1 d& D8 F0 K. V6 N3 A3 H, E
% v2 M- m" _6 u: p7 kThe 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./ y' X0 h+ {/ ?6 \# u
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。% n! b' U1 |1 t) m( W: T- c& g* F
现在股市标普为例面临1210-1220之间的阻力。 $ {4 h4 I+ }% X. g& Z参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 - Z. f3 ^4 F# |- v7 H5 S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。. Q: A* Q; n0 o7 G: b( M0 V' z
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& V, D4 T3 \0 v. Y今天早些时候出来的数据: # B9 z% j6 i- L/ ^' _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. 9 v' y7 }% y2 `. W- t8 ~
股市在这些数据的配合下,仅仅小涨。 - Z( u" a* ^& i种种迹象都证明风险资产的上涨长期看还有大幅空间。* a0 c; A$ C: c" q9 w9 `
短期看,OVERDONE。 " A9 K% g4 ^" E% s4 ~( c+ B1 k- K所以关注标普1210-1220的阻力位置。 ! K# M7 b7 _9 I! [+ j3 o& t7 U+ {! z
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。 " \. x! w# ~5 g8 ?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。