本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' Z: {: N" p$ j, `$ ~
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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. " V% s7 K" Z- Y4 ^ H' ]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。 # f3 J- a, t* j5 A, y现在股市标普为例面临1210-1220之间的阻力。/ L5 E x. I: u+ m: T
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 ^% {) L* k) h8 @- X
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。/ i7 O4 M* L" t X
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。 $ Y2 G( ?& R& H3 D4 Y2 t0 L今天早些时候出来的数据: % K" q- L: z" o$ M9 _6 }/ y ~! IEconomic 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. ; M; b) N+ D" u5 \! c4 A7 z股市在这些数据的配合下,仅仅小涨。( e' J: S$ T1 Y$ I m
种种迹象都证明风险资产的上涨长期看还有大幅空间。8 k2 G. e8 Y2 |( S1 d$ z
短期看,OVERDONE。& s ^# G2 `" O0 B Q3 B) S9 V
所以关注标普1210-1220的阻力位置。 5 m4 N- ?3 F& e: `: a: k, }& E' Y) |1 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。; f: d1 S9 ` p. [0 N8 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。