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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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7 ~ j& O5 Q7 _- ~, D2 B$ M/ DThe 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 $35 billion per month in reinvestment purchases.
; S: J" I5 z: G( p7 f5 q嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。% X+ e# h" \ k7 `
现在股市标普为例面临1210-1220之间的阻力。
* M0 j) d4 D9 c' a$ w: q参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
0 V7 i3 W. b/ P1 P1 ?! H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。+ T8 J7 N- J( m5 A& ~
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。
4 v. i! w1 k7 `7 |/ m3 k今天早些时候出来的数据:
" F/ ?( [( b% r1 d& C0 g+ SEconomic 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.
6 b* J+ x0 M) o股市在这些数据的配合下,仅仅小涨。& e4 f3 r7 t+ I7 J* i
种种迹象都证明风险资产的上涨长期看还有大幅空间。3 \: }0 @) M. ?9 {0 R( Z7 i
短期看,OVERDONE。
( _4 R+ F4 }0 W- P; ~, j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。
4 Z- r# s/ Q- }; c3 z6 _/ D6 A6 y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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