本帖最后由 紫光 于 2010-11-3 21:39 编辑 * U& R! u9 o8 ^; r- v1 ~% Z' x( t 5 ]6 |% c* r& Z6 YThe 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 $35 billion per month in reinvestment purchases. h9 {/ L0 c" F+ ~; e# i5 w7 X
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 3 h: u7 I5 {+ |' s现在股市标普为例面临1210-1220之间的阻力。 ; R1 V7 S5 G E& p4 F- Z# \" ~参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D21 n7 e) L8 W. f; R. E
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。 + s: y5 j0 K4 Q! \今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。7 }3 U9 b$ U A3 y% \9 p1 U0 f
今天早些时候出来的数据:% Y2 u) X7 V* f% ^8 h
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. / r* Z- l, I1 m! B, N: |股市在这些数据的配合下,仅仅小涨。2 g# d6 X8 s! o5 a7 w
种种迹象都证明风险资产的上涨长期看还有大幅空间。 0 X# Y' B# u! F/ Y0 j% @$ D( k短期看,OVERDONE。# Z5 d) L8 _* \. ?- l B2 f1 U
所以关注标普1210-1220的阻力位置。# E- c/ d$ D% V) x3 v* a3 p
0 H; p* i2 o$ E0 V Z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。/ k" t; F w& e+ k2 e
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。