Fed Is Now Equity Market Dependent, Says Rabobank's Every

The transcript discusses the ongoing trade talks between China and the US, highlighting the lack of significant concessions from China and the focus on maintaining positive market sentiment. It also covers the impact of Fed policies on US and Asian markets, questioning the Fed's data dependency and suggesting a shift towards market dependency.

What specific concessions are being sought from China in the trade talks?

What are the main concerns regarding the trade talks between the U.S. and China as mentioned in the text?

What has been the reaction of the markets to the potential changes in Federal Reserve policy?

What does the speaker imply about the relationship between the equity market and the Fed's rate decisions?

How does the equity market influence the decisions of the Federal Reserve according to the discussion?