Bob Diamond's U.S.-China Base Case Is 'Resolution, Not Trade War'

The transcript discusses the economic changes in Q2 and Q3, influenced by tax cuts and fiscal stimulus, and the Fed's neutral stance. It highlights the impact of trade wars with China and Mexico on the global economy, particularly in the auto sector. The speaker believes that a resolution with China is likely, especially with the upcoming election year, but markets remain nervous. The discussion emphasizes the need for caution and a return to normalized interest rates when the economy permits.

How does the speaker perceive the relationship between the US and China regarding trade negotiations?

What does the speaker suggest about the future of the auto sector in relation to trade discussions?