 鲜花( 4348)  鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑 + y# _" |' U+ c6 t7 q7 E
6 b9 H$ z, E C% b) {- w% C8 O, QThe 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.
# x# M0 W- c" x, n1 d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。" U9 ?0 R) Y, X5 F
现在股市标普为例面临1210-1220之间的阻力。* l; h! F7 t c {: y
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
* m: A) Y3 D; r0 N% q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。
; E" @/ {. ~: c& O6 u' v& e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。; j8 _8 `, ], _5 ?) J+ W! I
今天早些时候出来的数据:
- ]0 g( N& j8 u/ [. tEconomic 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. / _& o' [" y# N! I# ^- z5 T, a
股市在这些数据的配合下,仅仅小涨。
$ ^- {0 m/ l3 p( `$ ]- x种种迹象都证明风险资产的上涨长期看还有大幅空间。" \1 g$ q! v* C1 e- h- K2 M
短期看,OVERDONE。
2 [& ?/ X7 J7 y" w- z. w. u所以关注标普1210-1220的阻力位置。/ k% `" I$ t2 b2 j/ ~0 y
+ o8 T' W' A6 R
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。4 y$ @3 ^$ k2 ]2 ^* y6 T
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。 |
-
|