本帖最后由 紫光 于 2010-11-3 21:39 编辑 $ [: C0 S8 ]8 Z# I( o8 x' y! `# g; X+ a2 F. P1 ?
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 $35 billion per month in reinvestment purchases.8 C3 @7 |& a7 a2 e* m) G
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。3 ^. L) M: q2 K# e$ g9 ?
现在股市标普为例面临1210-1220之间的阻力。% h4 N5 n. a1 ?& R) L- e
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2* D. J. \, U& w9 G5 z; N" b
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。2 `- M3 V' U, v* V! s3 ?
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。 + i/ t5 b) [( ^) J( y( e: t6 a9 ~今天早些时候出来的数据:) y p+ F& b0 ?) |* ~' a/ h5 |
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. 4 l$ j; b3 @8 H/ o* }* O) @' I股市在这些数据的配合下,仅仅小涨。 . ^; b' d9 `" j; z种种迹象都证明风险资产的上涨长期看还有大幅空间。, h4 b7 t6 ^& U+ B H4 k
短期看,OVERDONE。 . T5 c: w: T) `+ c6 G# v _所以关注标普1210-1220的阻力位置。3 L) w! A4 ]& n( s
5 R" p% r, \8 t- Z" D4 T0 u Q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。 ' H j; I3 E7 @1 W# I4 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。