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04.06.26 - 17:58
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Industriemetalle: Wirtschaftsdaten stützen - Kupfer im Bann der Zollrisiken (SG)
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Zu Anfang des Iran-Krieges war der inverse Verbund der Industriemetallpreise und des Ölpreises ebenfalls recht hoch: Der Korrelationskoeffizient der Tagesveränderungen (gleitend über 30-Handelstage) von dem Index der Londoner Metallbörse und dem Ölpreis lag in der Spitze bei -0,6, und war damit ähnlich hoch wie zuletzt am Goldmarkt (siehe oben). Aber zuletzt hat sich der Verbund gelockert: Aktuell liegt er nur noch bei -0,3. Maßgeblich für die Abkoppelung ist unter anderem die Robustheit der US- und der chinesischen Wirtschaft.. --- Nervosität am Kupfermarkt steigt mit näher rückenden US-Zollentscheidung..
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02.06.26 - 21:36
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HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts (ZeroHedge)
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HSBC Warns Of Commodity "Super-Squeeze" As Goldman Hikes Copper Forecasts
Copper is inching closer to its mid-May all-time high of $14,153 a ton on the London Metal Exchange, trading around $13,832 on Tuesday morning, as Goldman raised its year-end price targets and HSBC warned that commodities face a "super-squeeze" with the Hormuz maritime chokepoint still largely shuttered in early June.
Let's begin with HSBC analysts, who wrote in a note to clients that "metal prices are generally in an upswing, driven by supply disruptions for some commodities due to the Middle East conflict and strong structural demand."
They warned that commodities were facing a "super-squeeze" with the Strait of Hormuz still blocked.
HSBC's note comes after Goldman analysts led by Aurelia Waltham told clients Monday that the core issue with copper markets right now is supply:
Year-to-date data does suggest that supply recovery from previous disruption events has trailed our exp...
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02.06.26 - 15:31
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Trump amends tariffs on imported steel, aluminum, copper (The Hill)
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President Trump on Monday adjusted tariffs on some aluminum, copper and steel imports. In a proclamation, the president lowered tariffs on some aluminum and steel derivative products, including agricultural equipment and certain heating, air conditioning and ventilation (HVAC) systems, from 25 percent to 15 percent. Trump initially imposed 25 percent tariffs on aluminum and steel......
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