Russian intelligence agencies said Ukraine is using Western intelligence services to carry out strikes on transport and logistics infrastructure and vessels in the Sea of Azov and the Black Sea.

2026-08-12

Russian intelligence agencies said Ukraine is using Western intelligence services to carry out strikes on transport and logistics infrastructure and vessels in the Sea of Azov and the Black Sea.

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2026-08-12

傑富瑞分析師Chris LaFemina把“一噸銅價格÷每小時勞動報酬”做成指數,並以1960年=100。測算當下指數明顯高於1970年代約108,也高於2020—26年平均約95,因此按這一指標,銅相對於勞動收入處於過去65年最昂貴水平。 “銅越來越稀缺”的基本面方向有支撐。IEA最新預計,按目前已宣佈項目計算,2035年銅供給仍可能比需求低約25%;標普全球則指出,新銅礦從發現到投產平均需要約17年,同時面臨礦石品位下降、能源和人工成本上升等約束。 當前現貨市場也很緊:8月上旬LME現貨銅一度創下14,453.6美元/噸紀錄,庫存自5月初40.1萬噸降至約21.5萬噸。 “工時指數”本質上是銅相對工資的實際價格指標,會同時受到銅價週期、工資增速和宏觀通脹影響。傑富瑞目前預計銅價到2031—32年可能升至8美元/磅、約1.76萬美元/噸。

2026-08-12

Northlight Asset Management CIO Chris Zaccarelli said the latest US CPI matched expectations and, importantly, inflation did not re-accelerate. Coupled with recent weak employment data, this gives the Fed more time to remain on the sidelines.