Bloomberg Intelligence's 'Equity Market Minute' 11/18/2020

The video discusses the shift in sector leadership in the equity market, moving from defensive growth stocks to cyclically oriented value segments. It highlights the performance of materials, financials, and industrials, while tech stocks lag. The analysis includes technical and fundamental trends, with a focus on earnings momentum. Cyclical sectors like energy and consumer discretionary are expected to see growth acceleration, supporting their fundamental case.

What does the Rus Sector scorecard suggest about sector leadership into 2021?

Which sectors topped the scorecard this quarter according to the analysis?

What does the analysis suggest about the performance of tech stocks compared to materials and industrials?

What is the significance of relative earnings momentum in the context of this analysis?

How are cyclical sectors expected to perform over the next four quarters?