Markets Will Grind Higher on `Skinny' U.S., China Trade Deal: BlueBay

The transcript discusses the potential suspension of upcoming US tariffs and its impact on markets. It highlights the uncertainty in trade policy and its effects on global economic growth. The conversation also covers the possibility of a 'skinny deal' and how markets might react to it, as well as the challenges of future trade negotiations, especially in light of the US presidential elections. The overall sentiment is that while a skinny deal might allow markets to rise, significant trade policy uncertainty remains.

What is the market's expectation regarding the US tariff increase scheduled for December 15th?

• The tariff increase will be implemented as planned.

• The tariff increase will be reduced by half.

• The tariff increase will be suspended temporarily.

• The tariff increase will be doubled.

How might the market react if the tariff rollback is delayed beyond December 15th?

• The market will react negatively.

• The market will react positively.

• The market will experience a significant boost.

• The market will remain unaffected.

What is a 'skinny deal' in the context of trade negotiations?

• A deal with significant tariff rollbacks.

• A deal with minimal tariff rollbacks.

• A deal with no tariff changes.

• A deal with increased tariffs.

What is expected to replace trade policy uncertainty as a drag on US capital expenditure?

• Global economic slowdown

• US presidential election

• Phase two trade negotiations

• Increased tariffs

When is a phase two trade deal expected to occur?

• Before the US presidential elections

• Immediately after the phase one deal

• Not before November of next year

• Within the first quarter of the new year