Bloomberg Intelligence's 'Equity Market Minute' 11/18/2021

Gina Martin Adams discusses the divergence between the U.S. economy and the stock market, highlighting robust retail sales growth since 2020. Despite this growth, consumer stocks are not outperforming the S&P 500 due to falling margin forecasts, as companies struggle to pass inflation costs to consumers. The video concludes with insights into the challenges faced by consumer staples and discretionary companies.

What role does inflation play in the current economic situation as described in the text?

What challenges are consumer staples and discretionary companies facing according to the text?