本帖最后由 紫光 于 2010-11-3 21:39 编辑 $ Z6 Z8 c6 ]* U2 ^" o+ s
4 n! s/ y7 F. d/ 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 $35 billion per month in reinvestment purchases.) N8 h& @4 E% [9 M$ Q
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。' {% J4 ^$ w% g' n0 m- F
现在股市标普为例面临1210-1220之间的阻力。0 c8 n8 C% o6 N+ ^" ]
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 F3 A& L; [, a4 ]; \, }
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。# r1 u6 t8 f5 r3 P$ {5 u# N
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。 + b0 q% H( X% @2 O5 A今天早些时候出来的数据:( S# `% w* n o) M
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. , B$ Z& }* D* J( J股市在这些数据的配合下,仅仅小涨。4 c5 O7 U) x1 @$ o- N
种种迹象都证明风险资产的上涨长期看还有大幅空间。/ p6 j2 c5 U4 m; [ i
短期看,OVERDONE。 / X$ b% D1 w* f所以关注标普1210-1220的阻力位置。2 i d3 e9 d" i& ]
9 a, e, v4 ]- e8 W0 C% I }' U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- M7 T: j: B$ e3 z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。