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O cobre tem sido um bom indicador para o crescimento global. Com os recentes dados do PMI a abrandar em várias economias importantes, estou a ter dificuldade em conciliar os preços atuais do cobre com o que esses indicadores sugerem. Há uma desconexão, ou os mercados estão a precificar uma rápida recuperação?
I'm with you on this. The divergence is noticeable. Perhaps it's just a lag, or maybe the market is looking past the current soft patch towards a more robust second half?
I'm leaning towards the 'pricing in a rebound' theory. A lot of economic data points are backward-looking. Traders are always trying to get ahead of the curve.
Could it be inventory levels playing a bigger role than usual right now? Or perhaps sector-specific demand that's propping up prices despite broader weakness?
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