JMP's Lehmann: A Lot of Disbelief in the Market

The video discusses the current market sentiment, highlighting a prevalent bearishness and disbelief despite a bull rally. It explores the potential for a market breakout, with a focus on the US economy's role in the global market. The discussion shifts to the US consumer, noting favorable conditions such as low unemployment, falling commodity prices, and a tight job market for college graduates. The video also touches on housing prices, low interest rates, and a healthy savings rate, suggesting these factors contribute to a strong consumer position.

What is the general sentiment in the market according to the first section?

• Optimistic

• Bearish

• Neutral

• Bullish

What is the speaker's view on the continuation of the current market trend?

• It will break to the upside

• It will continue to be stable

• It will break to the downside

• It will fluctuate without a clear trend

How does the US contribute to the global economy according to the third section?

• By leading technological advancements

• By increasing exports

• By holding up a significant portion of the global economy

• By reducing imports

What is the current state of the US job market for college graduates?

• High unemployment

• Moderate unemployment

• Extremely tight

• Declining job opportunities

What is the current savings rate of US consumers?

• 5.5%

• 10.5%

• 7.5%

• 2.5%