U.S.-China Trade Provides a Bounce, Not a Rally, Aberdeen's Athey Says

The video discusses the potential impact of trade truces or deals on global stock markets, highlighting the recent performance of Chinese equities and the sentiment boost such deals could provide. It emphasizes that trade is not the primary issue affecting growth outside the US, but rather other factors like the National People's Congress. The resilience of the Chinese and US economies is noted, despite trade concerns. The video also examines the impact of protectionism on trade volumes, particularly in air freight, and stresses the importance of maintaining positive trade volumes to avoid a recession.

What does the speaker suggest about the future of global equity markets?

What impact has protectionism had on trade volumes according to the speaker?