銅的實物緊缺狀況正在壓倒宏觀經濟的不確定性
作者:邁克爾·鮑爾,彭博社宏觀策略師,銅的實物緊張將繼續超過宏觀不確定性,中國和倫敦金屬交易所的庫存正在減少,美國的關税政策對市場造成壓力
Authored by Michael Ball, Bloomberg macro strategist,
Copper’s physical tightness will continue to outweigh macro uncertainty, with Chinese and LME inventories shrinking and US tariff policy hanging over the market.
