 鲜花( 4348)  鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑
: h# j) }) s: D0 g1 @" {* S) a$ U8 [* Y' r
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 $35 billion per month in reinvestment purchases.
' X% J L$ ^" @8 j6 M& N; u$ B( k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。
, w. l: m8 s6 ?5 U! U' F现在股市标普为例面临1210-1220之间的阻力。3 S" m1 d3 m, n5 g) g& L0 a. M0 U* A
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D21 l0 r& I/ l" P. I# S! i8 t
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。
& {2 K. \. d! Z! T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。9 @' P5 z4 i0 s b- }' f
今天早些时候出来的数据:
2 U- A' Q! ~/ t$ [$ ~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. * t, n% Q; p, b) m+ }2 s
股市在这些数据的配合下,仅仅小涨。! b, m; k1 l& R( v& ?
种种迹象都证明风险资产的上涨长期看还有大幅空间。7 g3 C- U$ W( J, @ P. Y9 M0 t
短期看,OVERDONE。0 e& I$ V7 N+ W) _) w
所以关注标普1210-1220的阻力位置。
6 T+ m5 W! R9 q- u {& k6 K' z9 p$ \. c& K' j' v' _# x
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。
* @$ n" z, ^" X. s, r3 x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。 |
-
|