Blackstone's Gray Sees China and the U.S. Making Progress on Trade

The video discusses the impact of global supply chain issues on portfolios, highlighting macro and micro concerns. It explores the effects on economic growth and market confidence, noting the cautious stance of bond markets. The discussion shifts to US-China trade relations, emphasizing the need for resolution and the challenges of technology decoupling. The speaker expresses optimism for progress in trade but acknowledges the complexity of technology issues.

What is the significance of the tax cut mentioned in the text in relation to economic confidence?

How does the speaker perceive the future of US-China trade relations?