Upside Momentum for Many Stock Markets Seen, Pepperstone Says

The transcript discusses the current market dynamics, focusing on the challenges and developments in trade and intellectual property (IP) between the US and China. It highlights the market's reaction to political rhetoric and the potential for a trade truce extension. The conversation also covers asset allocation strategies, emphasizing short-term trading in global equity markets, the impact of falling real yields, and the role of volatility. The discussion concludes with the need for better data to guide market sensitivity and decision-making.

What are the implications of the changes in liquidity dynamics mentioned by the speaker?

What factors does the speaker believe will influence the market's sensitivity to data flow?