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本帖最后由 紫光 于 2010-11-3 21:39 编辑 " b! p( e5 J7 o+ P; b5 Y1 |1 ?
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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 $35 billion per month in reinvestment purchases. l ~+ C4 R4 i4 Y1 _4 F/ c
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。) t# z) _& X1 Y) ]4 h' l! Q; n; L! ?
现在股市标普为例面临1210-1220之间的阻力。
( q: k% d9 z# n0 B* u t2 {: @参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
, O9 w8 _: U% B, w从大势上看,突破是迟早的事情,但是我们应该注意一下市场今天都告诉了我们什么。" C6 w) J2 \& ~$ I; ~$ ]
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 E9 }7 ~. N, \" s0 K3 U
今天早些时候出来的数据:2 I; e d( z, M' R; ~, C
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.
( l# B5 [& s8 g3 J+ C& V股市在这些数据的配合下,仅仅小涨。
' N8 b: G \* j种种迹象都证明风险资产的上涨长期看还有大幅空间。
6 G+ `7 r/ n+ S* {0 i i6 N0 {7 ^0 x短期看,OVERDONE。
# G& m* I6 t/ _. `* {所以关注标普1210-1220的阻力位置。
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- `- d& {4 e5 n+ v5 S% y* W. }/ n( K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。; d; s4 w, i7 V8 L9 }' i
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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