Bloomberg Intelligence's 'Equity Market Minute' 1/30/2020

The video discusses a significant shift in the equity market from value to momentum stocks in 2020, driven by earnings performance. Momentum stocks, particularly in the technology sector, have outperformed value stocks, reversing trends seen in late 2019. The video highlights the role of earnings revisions in this shift and suggests continued monitoring of earnings trends for future market movements.

How have earnings revisions changed in relation to momentum and value stocks?

What sector is mentioned as vastly outperforming expectations?