Best of Bloomberg Intelligence (01/26/2023)

The video discusses the current earnings season, highlighting a smaller-than-expected decline in S&P 500 earnings and the impact of CPI outpacing PPI on margins. It explores sector performance predictions, noting that cyclical sectors like financials and energy may outperform despite recession concerns. The discussion shifts to market pricing and the potential impact of Fed rate changes, emphasizing the role of sentiment in driving market trends. The video concludes with an analysis of sector reversals and their persistence.

What is the current sentiment regarding a potential recession, and how does it relate to cyclical sectors?

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Discuss the implications of the Fed's interest rate decisions on market valuations as highlighted in the text.

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