机构:受降息押注和供应紧张信号推动 铜价上涨
Ge Long Hui·2025-11-25 12:13

Core Viewpoint - Copper prices have risen due to renewed expectations of further interest rate cuts in the U.S. and signs of tightening supply [1] Group 1: Market Dynamics - Copper futures on the London Metal Exchange (LME) increased by approximately 0.5% [1] - Recent dovish comments from some Federal Reserve officials have led traders to increase bets on a potential interest rate cut in December [1] - Chilean mining authorities have raised their copper price forecasts for the next two years, providing additional support to the market [1] Group 2: Supply and Demand Indicators - Analysts from the Royal Bank of Canada noted that LME futures are in a backwardation state, indicating tightening supply in the near term [1] - Price expectations are projected to slow down over the longer term [1]