Bloomberg Intelligence's 'Equity Market Minute' 10/28/2019

The video discusses the resilience of the S&P 500 revenue stream during the current earnings season, defying expectations of a severe slowdown. It highlights the impact of excluding the volatile energy sector and compares the current situation to past revenue contractions in 2015-2016. The analysis shows that multinational companies experienced severe revenue contraction in the past, but the current slowdown is less severe, especially on the domestic side. The overall message is that the S&P 500 is experiencing a slowdown from the rapid growth of 2018, rather than a recession.

What does the S&P 500 revenue stream indicate about the market's performance so far?

How has the year-over-year growth of the S&P 500 changed in 2019 compared to previous years?

What factors contribute to the resilience observed in the revenue stream of multinational companies?

In what ways does the revenue growth in 2019 compare to the slowdown experienced in 2015 and 2016?

What does the speaker suggest about the implications of the revenue stream for the S&P 500's future?