Global equity markets have rebounded sharply, with U.S. stocks climbing 10–15% off recent lows following a breakthrough 90-day trade truce between the U.S. and China. In this episode, we unpack what’s driving the rally and whether it’s justified.
Topics we cover:

• What the Geneva agreement means for tariffs and global trade
  
  
• Why tech stocks are leading the charge, and where momentum is coming from
  
  
• The gap between market optimism and underlying fundamentals
  
  
• What dividend and earnings signals suggest about the long-term outlook
  
  
• RBA expectations and what’s next for Australian borrowers and banks

Get access to the graphs:  www.investsense.com.au/industry-articles/trade-truce-lifts-markets-but-long-term-clarity-still-lacking 

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