[SMM Aluminum Morning Meeting Summary: Interest Rate Cut Expectations Cause Continuous Disturbances, SHFE Aluminum Ultimately Remains Stable Last Night]
Summary: On the macro front, after the release of unexpectedly strong January CPI data last night, the US dollar index briefly rose but ultimately closed up 0.05% at 107.98, as Trump is expected to sign a reciprocal tariff executive order. With intensified EU sanctions and US tariff pressure, the global aluminum market is likely to undergo structural adjustments in the short term due to policy impacts. Continuous attention is needed on the developments in US-EU trade policies and changes in demand from major consumer markets. On the fundamentals side...
