El PMI del aluminio secundario cae al 44,6% en mayo; la industria enfrenta desafíos persistentes

US Treasury Secretary Bessent noted that the current rise in oil prices and bond yields are historically highly correlated. He predicts that once the Iran conflict ends and the situation eases, the global oil market will face severe oversupply, and oil prices could plunge to $40-50 per barrel, at which point bond yields and inflation will also pull back in tandem, reversing the aforementioned high correlation.

US nonfarm payrolls increased by 162,000 in August on a seasonally adjusted basis, the highest since March and far exceeding market expectations of 56,000. Combined job gains for June and July were revised up by 55,000, and the unemployment rate held at a low of 4.1% in August. US President Trump called the jobs data "very strong" and again urged the US Fed to cut interest rates, stressing that high rates put the US at an "unfair disadvantage," and threatened that the Fed should either cut rates or the US would stop trading with countries running trade deficits. After the data release, market expectations for a US Fed rate hike in September rose significantly, and if August CPI data also beat expectations, a rate hike would almost be a certainty.

[Análisis de SMM] Los precios del ADC12 repuntaron a finales de agosto; la demanda de temporada alta podría brindar un mayor respaldo en septiembre