Summary of SMM Aluminum Morning Meeting: Unexpected Rise in US CPI Data, Dollar Index Higher, Shanghai Aluminum Under Pressure. Generally speaking, the macro environment has been disturbed by the market. Yesterday's CPI data unexpectedly rose, the dollar index rose sharply, and the fluctuation of short-term interest rate expectations and the escalation of the Israeli-Palestinian conflict have added uncertainty to the market. The domestic manufacturing PMI data for September returned to the expansion range, further confirming the logic of better consumption, and the follow-up policy drive plus endogenous repair is expected to further promote economic recovery. On the fundamentals side...
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.