Investors are laser-focused on trade talks in the hopes that progress on Friday could bring relief to markets and the economy.
"The most surprising thing that not many people are talking about right now would be a [refinancing] boom, a refi wave here in the U.S. which we actually think conditions are fairly well set up for.
As for the trade overhang, Ladner says actions speak louder than words, and the two sides look more likely to work toward a deal than not. For one, he says, President Donald Trump has not antagonized China in the same way he has his other perceived political foes — this to Ladner suggests he is more sensitive to this issue and open to working toward progress.