本帖最后由 紫光 于 2010-11-3 21:39 编辑 ' o3 w4 _' m7 l * G, A: V" {/ PThe 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 $35 billion per month in reinvestment purchases. 5 h* @: {% U1 D8 [; Z) ~$ b/ u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。2 Z9 L1 k$ A% @+ k; [+ q
现在股市标普为例面临1210-1220之间的阻力。: F3 D! ?: T n# J) V7 x" k
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D28 a4 F7 u: G( C- z
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。; @0 V6 c* x* P; y8 p9 G( i) 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。) _# ^. A7 M/ ~$ j/ ~
今天早些时候出来的数据: {1 N- L- C. f, O/ h( u* QEconomic 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. . v( l+ V) L# Z' P/ c, y股市在这些数据的配合下,仅仅小涨。 3 d: y ?' @ N+ K$ C) ~种种迹象都证明风险资产的上涨长期看还有大幅空间。 . Z p. ^7 \/ v8 g短期看,OVERDONE。3 T0 Z4 v7 w4 M$ {5 C
所以关注标普1210-1220的阻力位置。/ \: S! K/ ]) R: E6 [$ X" J* M
$ L7 p1 ~9 n1 d' A; E- i$ q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。 ' B y0 Q1 y2 I2 _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。