Best of Bloomberg Intelligence (03/31/2023)

The video discusses the resilience and valuation concerns of the tech sector, highlighting its high valuation relative to historical norms and the S&P 500. It also examines the small caps as market indicators, focusing on their challenges, particularly in regional banks. Lastly, the energy sector's performance is evaluated, noting its recent drop amid inflation concerns and its impact on cyclical trades.

What factors contribute to the current valuation of the tech sector compared to the S&P 500?

How has the earnings outlook for the tech sector changed following the four Q earning season?

What is the significance of the Russell 2000 index in the current market environment?

Discuss the recent performance of the energy sector and its implications for the market.

What role does inflation play in the performance of cyclical sectors like energy and materials?