美国银行:金属周刊错位震动金属市场
全球碳捕集与封存研究院·2024-06-04 10:24
更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 Global Metals Weekly Dislocations shake metals markets The CME iust suffered a short squeeze in copper... across regions. ...due to low inventories and a tight physical market Dislocations in price differentials between exchanges have not been sustained in the past because metals can be shipped between warehouses, enticing a mean reversion between CME and LME spreads. Yet, the recent speculative trades (i.e., short CME and long LME) anticipating that mean reversion have often no ...