[SMM Aluminum Morning Meeting Summary: Strong Dovish Signals from the Fed, No Interest Rate Cut Expected for 2024!]: Macroscopically, the Federal Reserve has given strong dovish signals, indicating that the time for interest rate cuts may be postponed to next year, and there is a possibility of interest rate hikes depending on inflation data. Domestically, the policy of replacing old items with new ones continues to take effect, and new real estate policies have been issued in various regions, aimed at further promoting domestic consumption. In terms of fundamentals, domestic electrolytic aluminum production capacity remains high, and the proportion of aluminum alloy has risen compared with the previous period due to the recovery of aluminum bar processing fees, leading to a marginal decrease in industry ingot production.
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.