本帖最后由 紫光 于 2010-11-3 21:39 编辑 8 w( l8 r5 T" g 4 ]6 a H3 X) K$ z; 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 $35 billion per month in reinvestment purchases.6 T1 l# U& T- ^* M7 b! C
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。( p2 L# d% V, T1 }! E' L
现在股市标普为例面临1210-1220之间的阻力。- B% h9 r6 R6 @% j2 F1 X; k# }
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( \3 y1 J/ J f+ W* l8 o' ]
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 # c# O' e: c4 A/ ?% E s+ S今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。3 p* M9 {6 \; }! q, g3 f6 I: ~
今天早些时候出来的数据:0 O t: a' B. d& X. q
Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup. z; m4 B( e1 `" X2 L股市在这些数据的配合下,仅仅小涨。 % q: p5 v0 x3 _$ A种种迹象都证明风险资产的上涨长期看还有大幅空间。 $ G6 b8 C8 F6 y/ Y" ~# x. X短期看,OVERDONE。6 s, q# Z( f0 M" C& j4 x6 @
所以关注标普1210-1220的阻力位置。 : u8 n) H6 h# d) s5 C; p% | 2 P2 [% }. W" I$ l" P$ c0 B8 o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。, {% _2 B3 z F* i/ [% }. U
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。