【Summary of SMM Aluminum Morning Meeting: Expectations of Interest Rate Cut Were Boosted Last Night, but the Expectation of No Change in August Remains Unchanged】From a macro perspective, last night, as Powell indicated that progress has been made in the fight against inflation, market expectations of interest rate cuts were boosted. However, Powell's speech did not alter the expectation of "no change" in August. The Third Plenary Session of the 20th CPC Central Committee is about to be convened, and there may be new favorable news to be announced. However, the assassination attempt on Trump on the weekend has increased his chances of winning the election. The market expects his policies to favor the US dollar, coupled with the confusing situation of the Israeli-Palestinian conflict, adding uncertainty to the recent market. Fundamentals...
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.