Citi Strategist Liao Sees Iron Ore Prices Falling as China Slows

The video discusses the ongoing decline in China's industrial profits, highlighting the challenges faced by the steel industry and the broader economic slowdown. It explores potential government stimulus measures and the impact of pollution on production policies. The discussion also covers the dynamics of the iron ore and steel markets, including the role of scrap metal. Additionally, the video examines the influence of the US dollar on global commodities and the future prospects for steel demand in China.

What are the potential consequences of the trade talks between China and the US?

How does the US dollar's performance affect global commodity prices?

What are the expectations for steel demand in China in the coming years?