白宫国家经济委员会主任凯文·哈塞特成为新一届美联储主席的热门人选,其偏鸽的政策主张或加速美联储降息进程,低利率预期驱动有色金属价格向上。与宽泛流动性预期共振的是铜铝等有色金属偏紧张的供应,美国对铜计划分阶段加征关税的预期被COMEX计价,货物继续搬往美国,非美区域流通货物的减少引发盘面挤仓,演绎结构性牛市。建立在铝供应打满基础上的平衡是脆弱的,供应刚性激励价格稳步走高。摘要工业金属:本周LME铜、...
Source Link白宫国家经济委员会主任凯文·哈塞特成为新一届美联储主席的热门人选,其偏鸽的政策主张或加速美联储降息进程,低利率预期驱动有色金属价格向上。与宽泛流动性预期共振的是铜铝等有色金属偏紧张的供应,美国对铜计划分阶段加征关税的预期被COMEX计价,货物继续搬往美国,非美区域流通货物的减少引发盘面挤仓,演绎结构性牛市。建立在铝供应打满基础上的平衡是脆弱的,供应刚性激励价格稳步走高。摘要工业金属:本周LME铜、...
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