Bloomberg Intelligence's 'Equity Market Minute' 10/9/2020

The video discusses the dominance of U.S. stocks in global markets and the potential impact of the election on global share prices. It highlights the relationship between the dollar's performance and global shares, noting that a weaker dollar often leads to better performance of non-U.S. stocks. The video also examines the role of trade in stock performance, with a focus on the impact of trade policy changes since 2018. It analyzes global stock indices, showing that U.S. stocks are a major driver of performance, while non-U.S. stocks struggle. The potential for a shift in trade policy post-election is discussed as a possible catalyst for global market rotation.

What is the relationship between the dollar's performance and global share prices?

• A weaker dollar tends to benefit non-domestic stocks.

• A stronger dollar benefits U.S. stocks only.

• A stronger dollar benefits non-domestic stocks.

• The dollar's performance has no impact on global share prices.

What does the MSCI All World Index indicate about global stocks?

• Global stocks are underperforming U.S. stocks.

• Global stocks are outperforming U.S. stocks.

• U.S. stocks are not a significant driver of global stock performance.

• Emerging market stocks have reached new highs.

What year did emerging market stocks last peak relative to the rest of the world?

• 2018

• 2017

• 2019

• 2020

What event in 2018 is linked to the struggles of global stocks?

• A global pandemic

• Trade policy turmoil

• A major financial crisis

• A significant drop in oil prices

How might the election impact global equity markets according to the transcript?

• By increasing the value of the dollar

• By leading to a change in trade policy

• By decreasing interest rates

• By causing a financial crisis