China Powers a Metals Rally

The video discusses the confusion in the base metals market, influenced by the Lunar New Year and China's economic activities. It highlights the conflicting data on China's steel demand and exports, and the potential impact of global trade restrictions. The strengthening or weakening of the Chinese yuan is identified as a key indicator for the metal markets.

Discuss the potential impact of US trade restrictions on the steel market as highlighted in the text.

What implications does the strength or weakness of the Chinese yuan have on the metal markets?