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 overall sentiment regarding small caps compared to large caps?

What factors are contributing to the constructive outlook on cyclical sectors?