Bloomberg Intelligence's 'Equity Market Minute' 10/25/2022

Gina Martin Adams discusses the upcoming earnings season for tech stocks and its potential impact on global equity markets. Analysts have lowered expectations for tech stocks, especially in emerging markets like China, predicting a decline in year-over-year earnings. In the US and Europe, analysts remain cautious but expect slight growth. Valuations suggest a negative trend, with tech stocks trading at low levels. Interest rates are affecting the sector, but earnings could change the outlook. The video concludes with a summary of these insights.

What is the main focus of the first section regarding tech stocks?

• The rise of tech stocks in emerging markets

• The implications of tech stocks on global equity markets

• The stability of tech stocks in the US

• The impact of tech stocks on local markets

Which region is highlighted as dragging down tech stock expectations?

• Europe

• United States

• China

• India

What growth rate do analysts expect for tech earnings in the US and Europe in 2022?

• Low single-digit growth

• No growth

• Negative growth

• High double-digit growth

How are worldwide tech stocks currently trading compared to past levels?

• At levels recorded in 2020

• Below levels recorded at any point since 2015

• At levels recorded in 2015

• Above levels recorded in 2018

What factor is mentioned as potentially shifting the outlook for tech stocks?

• Market demand

• Government policies

• Interest rates

• Earnings