本帖最后由 紫光 于 2010-11-3 21:39 编辑 3 ?7 D3 A9 ~+ `9 D6 B + x$ y' b& X, }4 ~1 ]* hThe 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 $35 billion per month in reinvestment purchases./ r# P" s: U$ }
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。! ?( H+ X% C1 K8 z7 J2 o
现在股市标普为例面临1210-1220之间的阻力。4 X# O+ E' Y6 O7 e+ @0 p
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 / ?: k4 x$ J% k" G0 P2 t8 [0 B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。1 _3 U1 P6 W! O7 o( x' u4 L
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。 ) _! J! _) i4 L8 Q/ ` b今天早些时候出来的数据:- N* E0 I) ~% w: U: Q
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. + J' @! p" p% t3 v0 Q
股市在这些数据的配合下,仅仅小涨。 8 S V) N1 m* w1 p6 z种种迹象都证明风险资产的上涨长期看还有大幅空间。 8 b. J% b Q+ T( a短期看,OVERDONE。 * X! N' ~) o8 M* k; u所以关注标普1210-1220的阻力位置。- O3 m% D3 x4 v/ E+ h6 W) ]5 [
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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。% T; ^% }2 M) R4 p ~1 a# s7 g
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。