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美国PPI超预期上行,价高位震荡

周四,沪铜主力合约围绕79000元一线震荡,伦铜夜盘在9800美元一线遇阻回落。国内近月合约维持平水结构,当日电解铜现货市场成交向好,下游逢低积极补库,内贸铜升至升水210元/吨。LME库存维持在15.6万吨,近期累库速率放缓。

宏观层面,旧金山联储主席戴利表示,美国就业市场疲软迹象增多,美联储合适降息时机或已到来,但她认为9月无需直接降息50个基点。圣路易斯联储主席则称,目前对9月是否降息下定论为时过早,且降息50个基点与当前经济状况前景不符。从PPI数据来看,通胀或更具持续性。美国7月PPI同比环比飙升0.9%,超出市场预期,其中核心...

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