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本帖最后由 紫光 于 2010-11-3 21:39 编辑 6 o& d8 b6 h" Y7 x% Q
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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 $35 billion per month in reinvestment purchases.# T+ w n) ?1 z, t2 r
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。
0 ~' v T* |( k, M% A9 m( a. B现在股市标普为例面临1210-1220之间的阻力。0 Z& L: H x* m: E% @: m% ]1 g, H3 x: t
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2( f2 u7 L* B! R
从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。) B! [- C% c) T% P/ T* a, J5 [" Z
今天的市场风险资产以黄金为例,经历了大起大落。在消息出来之前,黄金自由落体般下跌了30块。而消息是more aggressive,但是黄金未能创出新高。3 c6 b& S9 `. a1 h1 ^* X5 _
今天早些时候出来的数据:
4 o# P. N3 y, N1 ?7 B" w q% }Economic data released earlier showed ADP employment was much better than the expected +20K with a print of +43K for October up from the prior month’s -2K (revised higher from -39K). September factory orders surprised to the upside rising by more than the forecast of +1.6% climbing +2.1% from the prior 0.0 and the October ISM non-manufacturing index advanced to 54.3 (cons. 53.5 prior 53.2). The ISM Chairman mentioned that the ‘slow growth’ indicated by the report is more sustainable than a fast pickup.
1 L# G) L+ v I) O" N, m4 r+ |' ]3 B股市在这些数据的配合下,仅仅小涨。
3 Z0 s! \! F, E/ Z0 {2 y种种迹象都证明风险资产的上涨长期看还有大幅空间。& L, B$ e3 T! h
短期看,OVERDONE。
: d7 s I, M; m; Q/ O1 v8 D所以关注标普1210-1220的阻力位置。0 A* {4 }( o" w4 G% P4 B0 ?; X
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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。; K# t$ l6 D6 ?: V& ?7 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。 |
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