Minutes of SMM Copper Internal Morning meeting on November 14

Published: Nov 14, 2018 10:40
Source: Shanghai Nonferrous Metals Network

Minutes of SMM Bronze Morning meeting on November 14


宏观方面: 
1)美银美林最新报告指出,截至上月,美国在能源上已经转为贸易盈余。这也意味着它不再依赖于OPEC等的石油进口补充国内需求,对国际能源的定价也获得更大话语权。 
2)欧盟成员国外交官今日会晤,欧盟首席谈判代表称,退欧协议的文本参数大部分确定。 
3)周二,中国央行公布10月金融数据全线不及预期:当月新增人民币贷款环比腰斩,社融规模增量创2016年7月来新低。10月社融增速加速回落,主因非标融资大幅收缩。新增信贷略高于去年同期,主因票据冲量和居民短期贷款增加,说明居民购房步伐放缓、地产销售面临考验,而企业融资意愿弱、借的多是短期且利率更低的票据融资。 

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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