[SMM Aluminum Morning Meeting Summary: Rebound in Inflation Data Supports Fed's Interest Rate Cut Expectations, Macro Sentiment Turns Positive, Driving Up Aluminum Prices] Summary: On the macro front, the rebound in inflation data in September bolstered expectations for the Fed to cut interest rates next month. The Ministry of Finance made a significant announcement, stating that the central government still has ample room for debt issuance and will introduce a package of incremental policy measures. Fundamentally, the expected production cuts in Yunnan Province in the fourth quarter have decreased, coupled with the release of some newly added and resumed production capacity, leading to continued growth in the domestic electrolytic aluminum market supply. .......
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.