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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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1 E, y: B, d) z @7 g, o+ gThe 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 $35 billion per month in reinvestment purchases.
) @ Y7 a$ _) J6 P4 Q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。6 N& t& i j! t) I$ c, s) D
现在股市标普为例面临1210-1220之间的阻力。& V; S2 F) y- M" E% k4 ]: d
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2' X6 q d3 V* S# f% [- |; d+ y1 s
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 B+ i% E8 V4 f: ]' X9 J$ B# N8 Q
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。" P8 [3 K. X3 y; y) K, z1 A
今天早些时候出来的数据:/ n! w% Z6 r# ]! p) a6 x: ~) o e
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.
( M" f2 Q; ~7 m股市在这些数据的配合下,仅仅小涨。
; W& c% v: z7 e4 }种种迹象都证明风险资产的上涨长期看还有大幅空间。
* x* q0 q1 u' Y# q短期看,OVERDONE。2 x7 d! c* g' M% |
所以关注标普1210-1220的阻力位置。' K8 x" {1 ~! W/ L6 L$ x* j9 v
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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。
3 v$ w" `6 a6 m& _$ O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。 |
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