节点:中游(冶炼、中间品)位置:中游情绪:利空参考度:4/10
降息分歧加大,铜价高位震荡【机构评论】
周三,沪铜主力合约止跌企稳,伦铜昨夜小幅反弹至10800美金一线。国内近月合约转向C结构,电解铜现货市场成交略有回暖,下游以刚需采购为主。宏观层面,美联储最新会议纪要显示,决策者们对12月是否降息存在较大分歧。鸽派官员认为,若未来两次会议间经济表现符合预期,可考虑进一步下调利率;但多数官员认为,年内剩余时间维持目标利率不变或许更为合适,部分地方联储主席担心降息会阻碍通胀回归2%。据CME观察工具,美国12..
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If the probability of a rate cut in December has decreased significantly and there is a large divergence among Fed policymakers, why are overseas funds still inclined to buy on dips? Is it mainly due to the rebound of US technology stocks? And considering the upcoming production recovery of Freeport…