Jan Lambregts, managing director and global head of financial markets research at Rabobank International, and Hugo Erken, senior economist and country analyst for North America, Mexico and India, share their views with Puneet Wadhwa on the outlook for the global economy and markets. Edited excerpts:
What is your interpretation of the G20 meeting outcome? Is the worst as regards ‘trade war’ behind us now?
Erken: This is not what we expect. In many ways, the deal currently in place does not differ much from the ‘Mnuchin deal’ dating back from May, when China also promised to buy more US agricultural and