Market Rally Can Continue, AB Bernstein Says

The transcript discusses the impact of market valuations and the importance of portfolio quality, especially in light of the 2019 market rally driven by sentiment rather than earnings. It examines the potential short-term impact of a virus on the global economy, particularly China's GDP, and the role of stimulus packages. The discussion also covers US stock valuations, the importance of a global investment strategy, and the influence of liquidity on market sentiment, highlighting the role of central banks like the Fed and PBOC in supporting markets.

What role does liquidity play in market sentiment as discussed in the text?

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What are the implications of the Fed's potential easing on the market outlook?

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