Bloomberg Intelligence's 'Equity Market Minute' 4/16/2021

The video discusses the S&P 500 earnings season, highlighting expected strong growth. However, the focus shifts to inflation and its impact on earnings, particularly margins. The video analyzes inflation mentions in S&P 500 transcripts, noting a rising trend. It explores the relationship between inflation and margins, indicating potential issues when inflation exceeds certain levels. Current inflation trends are examined, with the PPI growing rapidly, suggesting possible challenges for future earnings.

What is the expected growth rate for the S&P 500 earnings season mentioned in the video?

• 10%

• 20%

• 40%

• 30%

What is the trend in inflation mentions in S&P 500 transcripts according to the video?

• Rising trend

• Stable trend

• Fluctuating trend

• Decreasing trend

How have inflation mentions in the Q&A portions of transcripts changed recently?

• Tripled

• Doubled

• Quadrupled

• Remained the same

What typically happens to S&P 500 margins when inflation pressures rise?

• Margins fluctuate

• Margins increase

• Margins remain stable

• Margins decrease

What PPI growth rate has historically indicated a slowdown in operating margin forecasts?

• 3%

• 2%

• 4%

• 1%