[SMM Aluminum Morning Meeting Summary: Expectation of Fed Rate Cut Rising Again, Lack of Driving Factors in Fundamentals] In terms of macroeconomics, the US non-farm employment data has further strengthened market expectations of a Fed rate cut. Fundamentally, the domestic supply of electrolytic aluminum has increased, and there are still some production capacities to be resumed. Downstream aluminum processing and terminal demand, however, have entered a slack season, with operating rates declining continuously. The aluminum market lacks driving factors in fundamentals, and it is expected that aluminum prices will mainly fluctuate in the short term. However, it is necessary to closely monitor macroeconomic sentiment changes that may lead to abnormal aluminum price movements...
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.