本帖最后由 紫光 于 2010-11-3 21:39 编辑 / ^5 x% Q: s" s0 y8 t" m
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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 $35 billion per month in reinvestment purchases.- n8 O9 S% Z+ ~: c: A
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。# p$ Q) |3 u9 U Y; k; v9 `
现在股市标普为例面临1210-1220之间的阻力。 _) J V- m8 i# ?0 v# |参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 8 x4 W0 [$ J; [- Y* 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。1 K# ~; A) }& y$ 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。 0 N$ B- d3 i9 [0 u今天早些时候出来的数据:: Y& }$ c0 G ~8 M. K8 {
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. ' _4 A3 T5 M+ x; D' y/ u. I
股市在这些数据的配合下,仅仅小涨。 5 d: N6 Z& O6 j) ^' e( |种种迹象都证明风险资产的上涨长期看还有大幅空间。 , l! O0 ?7 K$ Z) \) c7 u \短期看,OVERDONE。 1 H% O- Z W) N) g2 h4 k所以关注标普1210-1220的阻力位置。, l6 @6 K# p, e
( |' k0 F3 W$ ~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。 5 f$ }& i1 i+ T: q7 ?6 K. K2 C1 p' z3 _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。