Goldman Sees a 25% Copper Tariff by June - The Market Is Still Acting Like Nothing Is Happening

Investor summaryBullish

Goldman Sachs predicts a 25% copper tariff by June, but the market hasn't priced it in yet, presenting a potential opportunity.

Bull points

A 25% tariff on copper would significantly widen the premium of US domestic copper prices over global benchmarks.
The market appears to be ignoring this macro catalyst, creating a potential mispricing opportunity for copper equities.

FCX降息与宏观

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