本帖最后由 紫光 于 2010-11-3 21:39 编辑 ; `8 O% c v ?* }6 z
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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 $35 billion per month in reinvestment purchases. - m; |0 R2 h1 W5 x嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。 - V C# m V+ T5 A4 g ?4 }现在股市标普为例面临1210-1220之间的阻力。 ; E; B+ J4 H5 P, ]* b7 m+ g9 O, W参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D22 h+ F' ?( }, ~& d8 |0 s' [6 [
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。1 ]# L$ H- J; K8 {- @4 d! U$ K
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。 : V6 M3 M0 k6 c+ c n今天早些时候出来的数据: % |6 E2 ]. j6 g$ u1 R* wEconomic 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. + G) ?# p( W8 F1 d. U) ]! z$ Z+ ]
股市在这些数据的配合下,仅仅小涨。 $ Q. P; T0 D$ I r种种迹象都证明风险资产的上涨长期看还有大幅空间。 h/ f N7 ?2 [$ Y' ~
短期看,OVERDONE。 . R; _7 U- U" ], a* x所以关注标普1210-1220的阻力位置。 : C2 F# J1 j/ t. \+ k# ]1 U' t3 t) K2 N
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。 & I6 b5 A' P1 G) s: A) r7 S. k' G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。