Bloomberg Intelligence's 'Equity Market Minute' 1/6/2023

Gina Martin Adams discusses the upcoming S&P 500 fourth quarter earnings season, highlighting low analyst expectations and a potential earnings recession. The outlook suggests a decline in earnings for the fourth quarter and the first half of 2023. However, margin expectations, particularly excluding energy, are anticipated to improve, with tech playing a crucial role. Companies need to justify these forecasts for stock performance. The video concludes with insights from Bloomberg Intelligence.

What are the current consensus expectations for S&P 500 EPS and sales growth for the fourth quarter?

What is the forecast for S&P 500 earnings in the first and second quarter of 2023?

What does the consensus expect regarding energy margins during the current reporting season?

How are tech companies expected to justify their margin forecasts?

What is the significance of the equity market minute by Bloomberg Intelligence?