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本帖最后由 紫光 于 2010-11-3 21:39 编辑
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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 $35 billion per month in reinvestment purchases.! ^: O6 _$ T+ b" T7 ?
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。
, e, w( ]6 S! v, f现在股市标普为例面临1210-1220之间的阻力。
, w" Y! C1 s- u3 V" d& D6 V参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
+ z( S) _2 z1 g! h7 A, M- H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。3 c( }2 K% @0 I Q: Y1 n$ w( g
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。
' z& y4 N$ h. {0 F- q8 r今天早些时候出来的数据:
9 l! b+ F" J. t" ~; [* r* J3 Z7 n, f9 CEconomic 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.
( l' V5 b) W- z2 m: M( {! j股市在这些数据的配合下,仅仅小涨。
, F* L+ a$ l$ k种种迹象都证明风险资产的上涨长期看还有大幅空间。* e7 J0 C: }1 ]
短期看,OVERDONE。& {9 w. d; B7 l9 S
所以关注标普1210-1220的阻力位置。' n3 U `7 a* u/ s0 f$ m' N
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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。7 g7 g" R. I6 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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