Deutsche Bank: Copper CTAs are fully long, but the market is not bullish enough, potentially nearing an "inflection point." Programmatic selling could be triggered below $13,880/ton for LME three-month copper.
Deutsche Bank reports that copper market CTAs are "fully long," yet the market remains insufficiently bullish on copper. The first significant programmatic selling trigger is below LME three-month copper at $13,880/ton, a level that has held firm amid extreme supply tightness. Deutsche Bank notes that the copper market may be approaching an extreme market state that occurs only once every decade, known as a "corner solution."
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