Sentiment Getting Bullish as Equity Markets Climb

The video discusses the current sentiment in the stock market, noting a shift towards bullishness but not yet reaching euphoria. It explores the contrarian perspective on market sentiment, highlighting the challenges of predicting market movements. The impact of the election on market flows is analyzed, with a focus on ETF investments and the implications of a Trump administration. The video also examines the credit markets, particularly high yield performance, and concludes with an outlook on the energy sector, considering factors like commodity prices and OPEC's influence.

What is the current state of market sentiment according to the Consumer Confidence Index?

• Unchanged from last year

• At euphoria levels

• Lower than in 2008

• At the highest since 2007

How does a contrarian perspective view market sentiment?

• As an indicator of potential market reversal

• As a confirmation of market stability

• As a sign of impending doom

• As irrelevant to market trends

What was the market's reaction to the Trump administration's impact on asset prices?

• Indifferent and stable

• Cautiously optimistic

• Pessimistic and bearish

• Overly optimistic

What trend was observed in ETF flows into small caps after the election?

• A decrease in flows

• The largest ever ETF flows

• A shift towards active managers

• No significant change

What is the outlook for high yield credit markets in 2017?

• Expecting gaudy returns

• Anticipating further spread tightening

• Facing significant losses

• Remaining unchanged

What factors have improved the economics for US crude oil producers?

• Increased international demand

• Government subsidies

• Lower production costs

• Higher oil prices

What is the current sentiment towards the energy sector in high yield markets?

• Highly optimistic

• Cautiously optimistic

• Pessimistic

• Indifferent