Bloomberg Intelligence's 'Equity Market Minute' 6/9/2021

The video discusses the current state of the US equity market, highlighting its decline in global rankings due to weakening earnings momentum. It contrasts this with the surge in economic activity and earnings growth in developed markets outside the US. The video also examines macroeconomic factors affecting US stocks, such as high inflation and proposed global taxation changes, which could disproportionately impact US companies. The presentation concludes with a summary of these challenges and their implications for the US market.

What trends are observed in developed markets outside of the U.S.?

What is the expected impact of taxation on U.S. companies compared to global companies?