本帖最后由 紫光 于 2010-11-3 21:39 编辑 _% a( E7 \* z; c4 c% v4 s3 B6 B' [
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 $35 billion per month in reinvestment purchases. 0 W6 w- s" R M- p嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。$ G3 Y5 y U% _3 F# J
现在股市标普为例面临1210-1220之间的阻力。4 S8 u( b0 z& N
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 . A! w+ u0 J* A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。 0 J! c- l( b$ H% }# J' f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* F0 G/ I今天早些时候出来的数据:( B1 X! d6 f8 G2 v% S
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. 5 y' J/ } e$ M6 c# ^
股市在这些数据的配合下,仅仅小涨。! m9 [9 I( T( q4 O9 ? X% [( e. t
种种迹象都证明风险资产的上涨长期看还有大幅空间。, s8 R3 a" {4 p, `
短期看,OVERDONE。; y$ X0 |% b3 {: ^2 i
所以关注标普1210-1220的阻力位置。: x" v2 s: ]8 M/ }& d6 k' a
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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。, i4 Q$ G. b4 m' X! a* W% O2 I
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。