The latest economic data shows that the U.S. July Consumer Price Index (CPI) rose by 0.2% month-on-month, in line with expectations, and a slowdown compared to the previous month. Following the release of this data, market expectations for future rate cuts by the Fed have significantly intensified. According to data from the CME Group, traders widely believe that the Fed may cut rates by 25 basis points in September, with the probability exceeding 90%.



At the same time, the U.S. political arena is also pressuring the Fed to adopt a more lenient monetary policy. There are reports that the U.S. President is considering legal action against the Fed Chairman to promote the rate cut process.

In this context, domestic brokerage analysts believe that the weak economic indicators in the United States, combined with the influence of political factors, further strengthen the market's expectation of an imminent rate cut by the Fed. This trend may have a positive impact on the non-ferrous metal industry, leading to a general rise in the relevant sectors.

In addition to external factors, a series of policies being implemented domestically may also be conducive to the rise in metal prices. These policies aim to optimize the allocation of production factors and enhance the profitability of various links in the industrial chain, thereby improving market expectations. Analysts point out that this environment helps to transmit the rise in metal prices downstream.

It is worth noting that the current valuation of the industrial metals sector is at a relatively low level, with room for upward correction. Some believe that with the dual increase in earnings per share (EPS) and price-to-earnings ratio (PE), the non-ferrous metals industry may be entering a new bull market cycle.

However, investors still need to be cautious and closely monitor changes in the global economic situation and the monetary policies of various countries, as well as the specific implementation effects of domestic industrial policies, as these factors will affect the future trends of the non-ferrous metal industry.
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MEV_Whisperervip
· 08-15 04:50
Favourable Information metal zone
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MelonFieldvip
· 08-15 04:46
Short Position waiting for Rebound to watch the show
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FlatlineTradervip
· 08-15 04:46
Bullish on metal stocks
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CommunityLurkervip
· 08-15 04:40
The situation is perplexing.
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