Bloomberg Intelligence's 'Equity Market Minute' 8/15/2018

The video discusses the current state of earnings growth for the S&P 500, noting that while growth is peaking, it is not yet contracting, which is crucial for stock outlooks. It highlights the importance of monitoring cyclical versus defensive sector earnings as a contraction indicator. Additionally, the video examines capital spending, emphasizing it as a lagging indicator that could impact margins if not aligned with sales growth. The overall message is to watch these indicators closely to understand their implications on the equity market.

What does the earnings growth for the S&P 500 appear to be doing?

What is considered dangerous for the outlook of stocks?

What should investors watch for regarding cyclical sector earnings growth?

Why is capital spending considered a lagging indicator?

What could happen if capital spending continues to recover at a robust pace?