Bloomberg Intelligence's 'Equity Market Minute' 1/27/2023

Gina Martin Adams discusses the significant impact of inflation on equity markets, particularly during the 1970s and 80s, and its relevance to current market conditions. She highlights the relationship between inflation peaks and S&P troughs, noting the necessity of continued inflation deceleration for stable market performance. The discussion also covers how inflation affects operating margins, especially for non-energy companies in the S&P 500, and the potential for improvement with disinflationary trends. The video concludes with a brief outlook on market conditions.

What might be necessary for stocks to continue to perform reasonably well in the context of inflation?

What are analysts anticipating regarding operating margins with disinflationary conditions?