LME Lead Market Dynamics: Smelters Deepen Discounts Amid Short-Term Supply Relief and Long-Term Tightening Potential; Powell Signals Rate Cut Urgency
게시됨: Aug 26, 2024 08:58
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[SMM Lead Morning Meeting Summary: Smelters Maintain Large Discount on Lead Ingot Shipments; Short-term Supply Ease vs. Long-term Squeeze Potential Forms a Game] Last Friday, LME lead opened low at $2,062/t and rose in the Asian session... On the macro front, Powell delivered the "strongest signal for interest rate cuts" at the Jackson Hole Symposium: The time for policy adjustment has come; confidence in returning inflation to 2% has increased...
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.