Bloomberg Intelligence's 'Equity Market Minute' 7/19/2018

The video discusses the strong earnings growth expected for small caps in the US market, driven by analyst optimism and EPS revisions favoring small caps over large caps. It highlights the role of cyclical sectors in this growth, supported by rising inflation, commodity prices, and a strong economic backdrop. The analysis concludes with a positive outlook for small caps in the equity market.

What is the expected earnings growth trend for small caps in the US during the second quarter?

• Stable

• Uncertain

• Strong

• Declining

How do EPS revisions for the S&P 600 compare to those for the S&P 500?

• S&P 600 revisions are higher

• S&P 500 revisions are higher

• Both are equal

• S&P 600 revisions are lower

What is a key catalyst for the strong earnings outlook for small caps?

• Decreasing inflation

• Stable commodity prices

• Weak economic backdrop

• Divergent sales expectations

Which sectors are expected to drive growth in the S&P 600?

• Technology sectors

• Cyclical sectors

• Defensive sectors

• Healthcare sectors

What factors favor a constructive outlook on cyclical sectors?

• Decreasing economic growth

• Rising inflationary pressures and commodity prices

• Weakening economic backdrop

• Stable inflation and commodity prices