 鲜花( 4348)  鸡蛋( 18)
|
本帖最后由 紫光 于 2010-11-3 21:39 编辑 / D c& B' i, c3 J0 L
0 p5 C w Q$ _2 S7 s/ X* {- i( w/ wThe 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 $35 billion per month in reinvestment purchases.0 B' m% I0 ?: U9 I, Q3 a3 i
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
' |: T. C# ^8 q4 V H9 {现在股市标普为例面临1210-1220之间的阻力。
9 E J, k- D, [8 @& Q9 u v3 f" I参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
8 r6 o8 J8 k3 l% v, L% D/ T从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。
8 p I1 G; a' C; p+ O' [今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。
1 ?, X& X9 f% p0 M% g今天早些时候出来的数据:
: `8 g* G- k1 G5 L5 u3 H2 w0 P( ^Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
( Y% L2 o3 b0 j+ W5 v) ]股市在这些数据的配合下,仅仅小涨。$ J, D4 k7 o# s( D
种种迹象都证明风险资产的上涨长期看还有大幅空间。0 q- w/ T3 `( Y
短期看,OVERDONE。/ M4 ~0 x0 T4 j! ^
所以关注标普1210-1220的阻力位置。- v" a7 m* O( K: D5 f
" ]/ h5 e, r! L3 ]( ~3 e, w
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。 N9 X3 v9 N" m" X( C1 c: a
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。 |
-
|