本帖最后由 紫光 于 2010-11-3 21:39 编辑 5 p, C2 S2 [- x' F* l0 Q+ Q$ j" j' I& `& Q/ Y
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 $35 billion per month in reinvestment purchases.1 ?" C1 I# y$ i; w5 K. @$ i& ~: l( ]4 Z
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 g+ g! K- O7 [- c
现在股市标普为例面临1210-1220之间的阻力。 ; E J j$ L2 z* k# s7 W6 \参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2# {7 t0 k# M4 D, Z% K
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。 # Z4 K+ c+ F1 e6 F [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。& k- R0 [: r8 z/ }2 G
今天早些时候出来的数据: ! D Y. b. L: J5 |% S( L) vEconomic 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. 1 a% p" Q7 I! J) o( T. R, a* W
股市在这些数据的配合下,仅仅小涨。" o2 }3 C) P {3 V2 G, K
种种迹象都证明风险资产的上涨长期看还有大幅空间。7 `8 v* b9 L3 f6 W( ^1 S! A
短期看,OVERDONE。 . \ h4 y+ x7 ~/ t" Z. E8 G所以关注标普1210-1220的阻力位置。 R- |2 O4 |7 Q7 T9 C
. w+ m; V o t6 x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。0 ^* {) r4 t. r4 P% l5 W3 d
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。