Risky Assets Seen to Appreciate Going Into Year End

The video discusses the recent market optimism due to progress in trade negotiations between the US and China. It highlights the potential impact of a phase one trade deal on risk assets and the importance of market sentiment. The discussion also covers the potential for future trade tensions and the role of intellectual property issues in the context of the upcoming presidential election.

What is the significance of market sentiment being 'hungry for good news' in the context of trade discussions?

In what ways could the Trump administration's stance on intellectual property theft affect market dynamics?