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Edward, what do you think the chances the market pushes the US and China into a deal? How bad does it have to get? Or, alternatively, if both sides are dug in, do you think we could get a rate cut from the Fed?

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I think there is little chance the markets push a deal. My sense is that the politics isnтАЩt just posturing but identification of a gulf that wonтАЩt be bridged. The Chinese are just waiting for another President.

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