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Copper: Tariff-driven arbitrage reshapes COMEX-LME spread – Societe Generale

FXStreet 08/10/2026 11:37:23 AM 9회

요약

Societe Generale analysts Michael Haigh and Jeremy Sellem argue that Copper has shifted into a policy-driven trade as Section 232 tariffs reshape the COMEX-LME arbitrage.

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