本帖最后由 紫光 于 2010-11-3 21:39 编辑 : i) m# X0 \9 X& J: J2 b; _- \, B! r* q
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 $35 billion per month in reinvestment purchases.$ g! [% W1 n/ [$ l5 X
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。5 d% d' V" H- g$ z" n. H* _% c& R5 p# f
现在股市标普为例面临1210-1220之间的阻力。& n* Y# L; K3 L% |% Z2 e1 O
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 & S# f, Y, H4 O' Q' v2 ]1 _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。- @- m3 U n# B; 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。 T- k. T0 y: I今天早些时候出来的数据: * X7 R2 h6 \: S7 C! r1 {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 m# P" J3 y4 }) }
股市在这些数据的配合下,仅仅小涨。! Y2 t! S( L% Q% b3 v
种种迹象都证明风险资产的上涨长期看还有大幅空间。 - r3 c; F* C! s* _短期看,OVERDONE。 ) i. C/ d" M5 i7 [' U$ p1 O& g所以关注标普1210-1220的阻力位置。. ~9 g' ?# K8 y1 {
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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。 ; Q' B8 }+ w7 b% 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。