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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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3 s" c, S% N9 k Z) [7 BThe 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 $35 billion per month in reinvestment purchases.
" x+ R! h M( g嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
) X$ K n9 Q6 g1 p+ i K: ~现在股市标普为例面临1210-1220之间的阻力。
/ ?; x& ~; X+ Y, E8 D参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
5 Z/ T7 t& n( C. [! k, ~ W1 [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。% Y5 f' l1 P, z* D; x% b. 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。
1 g2 E1 M' a8 S今天早些时候出来的数据:
* ~5 c( ]$ ^0 n. P8 G# s5 JEconomic 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. 7 ^- g1 g, F2 x8 r/ w! x# \
股市在这些数据的配合下,仅仅小涨。
8 J) V% W7 w' E9 F& {种种迹象都证明风险资产的上涨长期看还有大幅空间。
& y* i( ]2 l# F短期看,OVERDONE。 r! T7 w8 ^# L
所以关注标普1210-1220的阻力位置。
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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。
: \& y) i) v/ Y( D5 ` X8 M8 P8 e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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