Group 1 - Global financial markets are at a critical juncture, with rising copper prices signaling a recovery in market risk appetite following a trade agreement between the EU and the US [1] - The upcoming US-China meeting in Stockholm is expected to discuss extending the trade truce by 90 days, covering tariffs and cooperation in semiconductors and new energy [1] - The US Treasury Secretary indicated that negotiations may also address broader issues, including China's oil imports from Russia and Iran [1] Group 2 - Market focus this week includes the Federal Reserve's policy meeting, key economic data releases, and final details on US tariffs on industrial metals [1] - The market anticipates that the Federal Reserve will not lower interest rates in the upcoming meeting, but any changes in the policy statement will be crucial for future monetary direction [1] - The uncertainty surrounding US tariff policies has led to significant market reactions, with global traders accelerating copper shipments to the US to mitigate policy risks [2] Group 3 - Following the announcement of tariffs, US copper prices have maintained a premium over the London Metal Exchange (LME) benchmark, currently at approximately 31% [2] - As of 14:00 Beijing time, LME copper prices were reported at $9,800 per ton, with a daily increase of 0.1% and an intraday peak of 0.5% [2] - The short-term trajectory of copper prices will heavily depend on the finalization of US tariff details, alongside the Federal Reserve's policy direction and progress in US-China trade negotiations [2]
铜价上行遇三重变量:美联储决议、关税细则及中美贸易休战延长期
智通财经网·2025-07-28 06:15