本帖最后由 紫光 于 2010-11-3 21:39 编辑 + @( R" V6 S9 q " j; a, d0 G2 t9 ~. NThe 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 $35 billion per month in reinvestment purchases./ g* E7 I8 O. X% A1 K8 n
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 F7 i8 R. t0 [& _
现在股市标普为例面临1210-1220之间的阻力。% @# N* ?# h9 J) f; v- F. ^ x
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2% H' ?; S% y" C6 m! h1 _- C
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。% [: D$ n' Z1 M2 |$ ]& U
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 E# U) K7 Q. f+ T
今天早些时候出来的数据: 6 C1 }. u1 m9 l5 D+ DEconomic 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! R& P) Q: d2 [3 Q
股市在这些数据的配合下,仅仅小涨。% q& D. \- A% n% F o
种种迹象都证明风险资产的上涨长期看还有大幅空间。4 w8 o. t! g, |4 v: V$ G* g
短期看,OVERDONE。4 g. [: a9 P: u
所以关注标普1210-1220的阻力位置。 ! P- @) n3 p$ G) g l* K% Q' | ) Y2 P% P3 w' H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。' h+ R* e7 R! I$ k' H
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。