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本帖最后由 紫光 于 2010-11-3 21:39 编辑 , O, A& t/ B& v: y- k
4 X) A3 T( f3 `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 $35 billion per month in reinvestment purchases.
, b8 s+ m1 t$ A2 F2 l/ B/ }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。
( j7 i- l% ^7 T: L现在股市标普为例面临1210-1220之间的阻力。
( z- M" d& R0 @$ e" \参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
7 t" a( O0 h" Y( U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。* g" x! B$ A4 T1 q% [5 }" G' n
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。
' o0 t1 r! ?9 j7 @" w今天早些时候出来的数据:
7 M2 m; c! B" q$ C" K& q, K: u+ \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. * g; s, G1 ]7 S2 `
股市在这些数据的配合下,仅仅小涨。
( ~6 i& R) L" f" I9 Z5 j种种迹象都证明风险资产的上涨长期看还有大幅空间。4 b2 q% Z( R8 x& j0 Y K3 K
短期看,OVERDONE。
3 j1 ~: R; r) R! M( t+ G所以关注标普1210-1220的阻力位置。
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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。
- l1 t% d, V" C1 K1 E" }6 q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。 |
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