Bloomberg Intelligence's 'Equity Market Minute' 7/22/2021

The video discusses the impact of COVID-19 infections on global equity markets, highlighting the outperformance of U.S. stocks during rising infection rates. It examines the correlation between infection rates and stock performance, suggesting potential market rotations. The analysis includes a look at valuation multiples and earnings across regional markets, noting the high premium of U.S. stocks. The video concludes with insights on market trends and valuations.

What impact has the rise in COVID-19 infections had on global equities?

How do U.S. stocks perform in relation to COVID-19 infection rates according to the text?

What does the text suggest about the sustainability of the recent rotation in U.S. stocks?

What are the earnings estimates for U.S. stocks over the last three months as mentioned in the text?

According to the text, how do U.S. stock valuations compare to global equities?