SMM Aluminum Brief: Short-term macro fundamentals are mixed, and aluminum prices may oscillate above 19,000 in the near term. On the macro level, the Fed's interest rate hike cycle is likely to have ended, with the timing of rate cuts uncertain. Continuous release of favorable news domestically has boosted market confidence. On the fundamental side, the crisis on the cost side of electrolytic aluminum is expected to ease, and off-seasons has led to accumulated social inventories. Short-term macro fundamentals are mixed, and aluminum prices may oscillate at current levels. It is important to continue to monitor the pace of Fed rate cuts and the latest changes in raw material prices.
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.