Bloomberg Intelligence's 'Equity Market Minute' 5/20/2021

Gina Martin Adams discusses the impact of inflation on the S&P 500, focusing on the relationship between producer prices and operating margins. She highlights the current trend of core producer prices surpassing 2% growth, which pressures margins. The video also examines the correlation between consumer and producer prices, indicating potential margin challenges as PPI outpaces CPI.

What is the relationship between producer prices and S&P 500 operating margin forecasts as discussed in the text?

What happens when inflation gets too hot for S&P 500 companies according to the speaker?

What does the current core producer price growth rate indicate about operating margins?

How does the difference between CPI and PPI relate to operating margins over time?

What is the implication of PPI running at a faster pace than CPI for operating margins?