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 does the speaker suggest is necessary for the global economy to improve next year?

What potential impact does the US presidential election have on trade policy uncertainty?