本帖最后由 紫光 于 2010-11-3 21:39 编辑 + u4 R( y( K: r9 o: V1 z$ s' P; ~' Y: }# T0 A0 g
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 $35 billion per month in reinvestment purchases.$ z+ X, w$ L5 E9 ^5 j& w8 i. ]! s
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。 5 f5 e( i6 r& e W: ]' o现在股市标普为例面临1210-1220之间的阻力。5 w8 l& ?, Z7 r: }" ^' W' d
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 4 ~7 \5 Z% h2 R+ _; G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。 ; n g) Z: O3 w7 N' P, B7 Z% d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。 C# ?: V2 `# t今天早些时候出来的数据: 1 R G$ }. e( a p- X+ w" qEconomic 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. 0 ^, h; q% S. N; ~# \! u股市在这些数据的配合下,仅仅小涨。/ R& ?$ \# R& c' q# h
种种迹象都证明风险资产的上涨长期看还有大幅空间。6 t: L( M V7 c i
短期看,OVERDONE。$ M/ W8 |# M" X% t
所以关注标普1210-1220的阻力位置。 : H4 _# G2 z* _- C1 X / O6 w% ]: P+ d$ n1 R3 u" v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。" j! ` y7 A. ?' j5 D6 o
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。