本帖最后由 紫光 于 2010-11-3 21:39 编辑 9 \$ ?9 i3 Z; t/ A: u) y& L; p# U9 g+ O8 n" r4 a/ X! ]" R# X
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 $35 billion per month in reinvestment purchases. 9 X$ n. x! N5 @8 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。 ) N4 \+ U+ w$ U: [* U; ]现在股市标普为例面临1210-1220之间的阻力。 - o& @7 f4 a& ]% k参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2 " T R( a6 \5 E+ ?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。) W, J7 m7 ^, W5 s
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。 9 k {. n I( x今天早些时候出来的数据: 8 ] o4 ?# m0 D; t `; j2 H- bEconomic 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. / H J. r8 c! d1 m4 |7 H0 L股市在这些数据的配合下,仅仅小涨。 ( c, {6 ]2 l$ g. {" t# V种种迹象都证明风险资产的上涨长期看还有大幅空间。, s3 V$ h9 i5 y# o$ W/ C/ [. ~
短期看,OVERDONE。1 J } y+ D) a. b; {8 @) ?
所以关注标普1210-1220的阻力位置。 6 r% q* G) C, h7 ]# H+ Z ) o7 L+ J Q% ~5 }" @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。 ( m- W2 r% R" H: B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。