Commodities Surge Is China, Not Trump: Ed Morse

The video discusses the surging copper futures market, driven by China's increased imports and limited inventories, leading to a potential breakout. It also examines the impact of President-elect Donald Trump on commodities, particularly iron ore, and highlights the speculative nature of Chinese exchanges affecting global prices. The discussion concludes with insights into market regulation and its effects on commodity prices.

What are the potential consequences of the current market dynamics for iron ore and thermal coal?

How does the relationship between the US dollar and commodity prices appear to be changing?

What are the implications of the Chinese government's actions on coal production?