Bloomberg Intelligence's 'Equity Market Minute' 05/20/2020

Gina Martin Adams from Bloomberg Intelligence discusses the current focus of investors on the deflationary aspects of the COVID-19 recession. She highlights the potential for a different inflation scenario due to aggressive fiscal and monetary policies, supply chain disruptions, and deglobalization. The analysis includes graphs showing the relationship between globalization and consumer prices, and the potential impact on energy stocks in the S&P 500. The video concludes with a warning to be prepared for a possible change in the inflation regime as the economy recovers.

What role does deglobalization play in the current economic analysis presented?

What does the speaker suggest we should be on guard for in the coming year?