Best of Bloomberg Intelligence (05/16/2022)

The video discusses the rising margin pressures and recession risks in the stock market, highlighting that recession is nearly fully priced. It examines the impact of tighter interest rates and negative earnings expectations on valuations. The discussion also covers inflation's effect on S&P 500 expectations and the broadening of margin pressures across various sectors, particularly consumer sectors, due to faster-rising producer prices compared to consumer prices.

What are the current trends in margin pressures as observed in the S&P 500?

Which sectors are experiencing the worst margin compression according to the text?