Copper seem nqi nce sharply, trading txaus siab sai ignites
Cov nqi tooj liab tau nce siab, cov nqi tooj liab tau pauv ntawm tus nqi, thiab kev lag luam ntim thiab tus nqi tau nce sai. Kev txaus siab ntawm cov tub lag luam saum toj kawg nkaus rau kev lag luam tau raug teeb meem, tshwj xeeb tshaj yog vim tias cov khoom siv tawv tawv ntawm cov khoom lag luam tau siv zog, thiab kev maj nrawm rau cov khoom tau hnyav heev. Tsis tas li ntawd, cov neeg tsim khoom cov lus hais tau nce ntxiv, thiab cov neeg nqa khoom thauj khoom tau xaiv xa khoom ntawm tus nqi siab dua. Cov tuam txhab lag luam hauv qab kuj tau nce lawv txoj kev yuav khoom, nrog ntau tus xaiv los hais tus nqi thaum hmo ntuj kev sib tham. Tshwj xeeb nrog kev nthuav dav sai ntawm tus nqi sib txawv ntawm cov khoom ua kom zoo thiab cov khoom pov tseg, cov nyiaj tau los ntawm cov khoom tiav tau tshwm sim, uas qhia tau tias muaj kev loj hlob ntawm kev yuav khoom thiab muag.
Cov neeg tuav dej num tau xa khoom mus tshem lawv cov tsev khaws khoom, thiab feem ntau ntawm cov khoom muag khaws cia hauv cov chaw tsim khoom tooj liab tau raug nqi. Qee cov tub lag luam muaj kev txaus siab rau kev txais khoom, thiab kev lag luam kev lag luam yog kub; kev muag khoom ntawm cov khoom tiav nyob rau hauv downstream tooj liab factories tau zoo dua niaj hnub no, thiab thaum sawv ntxov Qee qhov kev txiav txim tau raug muag, uas tau nce qhov kev thov rau cov khoom siv raw khoom. Tus nqi yuav khoom yog nyob rau hauv txoj kab nrog lub siab xav ntawm cov tub lag luam, thiab cov khoom lag luam tag nrho yog qhov loj.
Los ntawm qhov kev xav macro, Tsoom Fwv Teb Chaws Reserve Thawj Tswj Hwm Powell cov lus pov thawj dovish ua kom lub khw qhov kev cia siab rau kev txiav nyiaj paj rau xyoo no. Cov nyiaj daus las hauv Asmeskas tau poob txhua txoj hauv kev thiab tau nce mus rau nws qhov kev poob thib tsib sib law liag, ib zaug poob rau ib ncig ntawm 103 cim. Tsis tas li ntawd, hauv tsev, cov xov xwm zoo txuas ntxiv tau tshaj tawm ntawm cov rooj sib tham tseem ceeb. Cov cim kev lag luam, cov kev cai macroeconomic zoo nyob hauv tsev thiab txawv teb chaws resonated, thiab cov nqi tooj liab tau nce nrog rau qhov sib txawv. Hais txog cov hauv paus ntsiab lus, tus nqi tooj liab ua kom pom tseeb poob qis dua US $ 20 / ton, thiab cov khoom siv nruj nruj ntawm cov khoom siv tau muaj kev cuam tshuam loj heev rau cov nqi tooj liab. Lub sijhawm teem sijhawm tau los txog rau lub Peb Hlis, thiab "Gold, Peb, Nyiaj thiab Plaub" xav tau los ntawm kev ua lag luam tsis tuaj txog raws li qhov xav tau. Txawm hais tias lub peev xwm siv tus nqi qis ntawm cov nroj tsuag tooj liab tau maj mam rov qab los, qhov destocking ceev kuj qeeb, thiab kev tsav tsheb ntawm tus nqi tooj liab tom qab noj tsis muaj zog. Nws xav tias Nyob rau lub sijhawm luv luv, tus nqi tooj liab yuav nce siab ua ntej thiab tom qab ntawd hloov pauv.
