有色金属铜:美联储降息预期升温铜价持续走高观点梳理:今日沪铜持续走高,日内持续偏强震荡,主力合约收于81060元/吨,收涨1.22%。宏观面,短期资本市场将在美联储9月降息幅度、今年降息次数和基本面现实之间博弈,近期美国经济数据偏弱且不及预期,加大市场对于美联储降息幅度的押注,助推有色金属价格。9月降息已基本可以确定,但通胀和失业率相对平稳的制约下,美联储谨慎的转鸽。9月降息50bp的概率仍然很低...
Source Link有色金属铜:美联储降息预期升温铜价持续走高观点梳理:今日沪铜持续走高,日内持续偏强震荡,主力合约收于81060元/吨,收涨1.22%。宏观面,短期资本市场将在美联储9月降息幅度、今年降息次数和基本面现实之间博弈,近期美国经济数据偏弱且不及预期,加大市场对于美联储降息幅度的押注,助推有色金属价格。9月降息已基本可以确定,但通胀和失业率相对平稳的制约下,美联储谨慎的转鸽。9月降息50bp的概率仍然很低...
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