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Monday, July 16, 2012

METALS-LME copper dips; US, China stimulus eyed - Reuters

Mon Jul 16, 2012 9:39pm IST

  * Euro eases vs dollar; poor U.S. retail sales hits dollar      * China pledges efforts to stabilise economy in H2      * Markets await US Fed chairman testimony on Tuesday        By Maytaal Angel and Harpreet Bhal      LONDON, July 16 (Reuters) - Copper slipped on Monday, pressured by weak U.S.  retail sales, worries over Europe's crisis and by investor concerns over whether  a presentation by the U.S. Federal Reserve chairman this week will yield any  clues on monetary easing.       Data showed a surprise drop in U.S. retail sales in June, putting pressure  on risky assets such as equities.       But losses in the metals market were reined in by hopes of further stimulus  from top copper consumer China after Premier Wen Jiabao said Beijing would step  up efforts to boost the economy, though investors were mindful that stimulus  efforts would take time to bear fruit.        Three-month copper on the London Metal Exchange ended at $7,590 a  tonne from Friday's close of $7,700. Prices had rallied 1.9 percent to a  one-week high at $7,730 on Friday on relief over the Chinese growth data.       "The market is expecting further easing in China ... and people are also  expecting the Fed to do something (to stimulate the economy), and so Bernanke's  testimony will be the focus of attention tomorrow," said Andrey Kryuchenkov, an  analyst at VTB Capital.          Investors will await comments due Tuesday and Wednesday from U.S. Federal  Reserve Chairman Ben Bernanke on his stance on supporting the flagging U.S.  recovery.      The Fed last month expanded efforts to keep long-term interest rates low   but held off from launching a third round of outright bond purchases that would  expand its balance sheet, a form of stimulus known as quantitative easing.       "Base metals are marking time as prices remain largely range-bound in  anticipation of some concerted central bank moves to stimulate the economy.  Unfortunately the risk becomes to the downside as the longer we wait, the more  worried the market gets," RBC Capital Markets said in a note.             EURO ZONE WOES WEIGH           Also weighing on copper, the euro hovered near a two-year low versus the  dollar, hurt by a report suggesting a change in the European Central Bank's  stance on how some bondholders could be treated under Spain's bank bailout.       A weak euro makes dollar-priced metals costlier for European investors.      The Wall Street Journal said ECB President Mario Draghi advocated imposing  losses on holders of senior bonds issued by the worst-hit Spanish savings banks  but also said finance ministers rejected the advice due to concerns financial  markets would react badly to such a decision.       "Commodities have been very much affected by the euro, and from the physical  markets standpoint we're going through a quiet period. The next couple of months  will not be easy for commodities; we're looking for a meaningful recovery in  price in the fourth quarter," Nikos Kavalis, an analyst at RBS, said.      Any moves by Beijing to ramp up infrastructure spending would bolster demand  for industrial metals, especially copper, though it would probably take time for  Chinese industry to eat into China's large stock surplus.      Data out on Friday showed copper inventories in warehouses monitored by the  Shanghai Futures Exchange rose 3.7 percent from a week ago to their highest  since late May. Unreported bonded warehouse stocks are also said to be high.      Hedge funds and money managers meanwhile increased their net short position  in copper to 4,813 contracts in the week to July 10, data showed on Friday.          In other metals traded, battery material lead ended at $1,899 from  Friday's close of $1,880, while zinc, used in galvanizing, closed at  $1,900 from $1,874 and aluminium ended at $1,918 from $1,910.       Soldering metal tin closed at $18,750 from $18,780, while  stainless-steel ingredient nickel ended at $16,250 from $16,200.          Metal Prices at 1604 GMT   Comex copper in cents/lb, LME prices in $/T and SHFE prices in   yuan/T    Metal            Last      Change  Pct Move   End 2011   Ytd Pct                                                                move    COMEX Cu       348.30       -2.00     -0.57     344.75      1.03    LME Alum      1915.00        5.00     +0.26    2020.00     -5.20    LME Cu        7684.25      -15.75     -0.20    7600.00      1.11    LME Lead      1893.00       13.00     +0.69    2034.00     -6.93    LME Nickel   16191.00       -9.00     -0.06   18650.00    -13.18    LME Tin      18775.00       -5.00     -0.03   19200.00     -2.21    LME Zinc      1886.75       12.75     +0.68    1845.00      2.26    SHFE Alu     15605.00       85.00     +0.55   15845.00     -1.51    SHFE Cu*     56170.00      400.00     +0.72   55360.00      1.46    SHFE Zin     14800.00       15.00     +0.10   14795.00      0.03   ** Benchmark month for COMEX copper   * 3rd contract month for SHFE AL, CU and ZN  

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