「锌价飙升！撼动全球金属市场 2026–2027 —— 从矿山到清洁能源，新时代产业的核心 • SO OK TRADING」：2026年7月10日

「2026年6月铜市——超级周期的沸点」 SO OK TRADING | 2026年6月2日 本月是全球铜市场的“历史性转折点”！ 价格飙升至十年来的最高水平，AI、电动车（EV）与清洁能源的浪潮正在推动新一轮超级周期的开启

he Thai baht in Q1 2026 is expected to strengthen against the US dollar, driven primarily by a weaker dollar globally, a seasonal tourism boost, and expectations of US Federal Reserve rate cuts. This strength is occurring despite a weak domestic economic outlook and the Bank of Thailand's (BoT) likely continued easing of its policy rate. Exchange Rate Drivers and Forecast External Factors: The primary driver for the strengthening baht is external, mainly the broad weakness of the US dollar as global markets price in expected Fed rate cuts. The baht is also correlated with global gold prices, which have been climbing. Tourism High Season: The period extending into Q1 2026 is the high season for tourism, which typically brings in foreign currency and supports the baht's value. Policy Divergence: The BoT is expected to continue its easing cycle, potentially cutting the policy rate further to 1.00% by Q1 2026 to stimulate the sluggish domestic economy. This divergence from a potentially less aggressive US Fed in Q1 could support the baht in the short term, though some analysts warn the currency could weaken later in 2026. Forecasts: Projections for 2026 generally place the baht in a range of 30.80–33.00 per US dollar. Some models estimate it could trade around 31.06 by the end of Q1. A persistently strong baht below 31 per US$ is seen as a significant risk to the Thai export and tourism sectors. Key Economic Context Weak Growth: Thailand's economy is expected to slow down to a 5-year low growth rate of around 1.6-1.8% in 2026, pressured by US tariffs, global trade tensions, and high household debt. The central bank chief expects an improvement in Q1 2026 after a weak second half of 2025. Political Uncertainty: A general election expected in February 2026 could also introduce volatility, though some historical trends suggest the baht may strengthen following the formation of a new government. Low Inflation: Headline inflation is projected to remain subdued or even negative, providing the central bank with justification for further rate cuts to stimulate demand. In summary, Q1 2026 is characterized by a strong and volatile baht driven by external factors, contrasting sharply with a weak domestic economy and accommodative monetary policy.

「春节后黄金走势 2026：调整只是为了更高的上涨」 年初黄金价格强劲上涨，但根据过去20年的统计，春节后进入了短期调整阶段。 然而整体趋势依然是“上涨行情”，今年仍有机会再创历史新高。 关键策略：当价格回调时，抓住机会逐步买入。