【SMM Aluminum Morning Meeting Minutes: Weak Short-Term Macro Atmosphere Plus Consumer Off-Season Impact Shanghai Aluminum Continues Weak Shock Trend】On the macro level, the actual annualized quarterly GDP rate of the United States was revised from 4.9% to 5.2% in the third quarter, the fastest growth rate in nearly two years. Inventory and government spending were the main reasons for the GDP upward revision, and the market began to bet on the expected interest rate cut next year. Domestic macroeconomic data weakened, with the manufacturing PMI index continuously below the boom-bust line. Expectations for the release of favorable policies at the end of the year in the domestic market strengthened, but the transmission to the manufacturing sector and others still requires time...
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.