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本帖最后由 紫光 于 2010-11-3 21:39 编辑 $ p' `8 _! V% _" u( w; j5 o3 ?
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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 $35 billion per month in reinvestment purchases.- V: Q; f5 q5 o
嘿嘿……美国准备印很多很多的钱,不过这个预期已经被PRICE IN了1个多月了。0 P( S2 W5 Z- W7 K$ T/ H+ F. ~
现在股市标普为例面临1210-1220之间的阻力。% I$ i$ l7 j. C% O3 _5 }
参见我9月1号的帖子:http://www.edmontonchina.ca/view ... &extra=page%3D2
) H- E+ W# ~6 Z+ e* r2 q0 `, X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。
6 U3 |2 S/ l! V) q6 c6 \% N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。, F$ t9 J" z& f% a
今天早些时候出来的数据:
0 V& C$ W* y( N0 q% C* qEconomic 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.
. `2 z1 O8 l: A, Z( K7 W/ g5 [股市在这些数据的配合下,仅仅小涨。
2 C$ j3 C5 n/ O8 p种种迹象都证明风险资产的上涨长期看还有大幅空间。
( H! T/ s' \6 O" o; t1 L' Z5 {5 J短期看,OVERDONE。3 q' ~7 a. a, N4 u
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。
3 k' N( i0 P, y( \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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