Bloomberg Intelligence's 'Equity Market Minute' 9/25/2019

The video discusses the recent volatility in the S&P 500, focusing on the momentum factor and its correlation with the 10-year Treasury yield. It highlights the reversal of momentum gains due to yield changes and emphasizes that growth and leverage remain key market drivers. The impact of the Fed's interest rate cuts on highly levered entities and growth stocks is also explored, suggesting these factors will continue to lead the market.

What underlying story is consistent this year regarding factor leadership?

What has been the impact of the Fed decreasing interest rates on market factors?