Swiss Asia Capital's Kiener on Gold, Oil, Iron Ore

The video discusses the current state of the gold market, highlighting a 19% increase after a long consolidation period. It examines the impact of negative yielding government debt and central bank activities in East Asia on gold prices. The discussion shifts to the oil market, noting OPEC's reduced influence due to increased trade with Asia and the changing currency dynamics. Finally, the video analyzes the iron ore and steel markets, emphasizing strong demand in Asia, supply constraints, and the impact of US tariffs on steel imports.

What changes have occurred in the Middle East's oil export patterns?

How does the current iron ore market reflect the overall commodity market trends?

What are the implications of the steel market's strength on iron ore prices?