Leuthold's Ramsey Sees Smooth Sailing for Stocks to 2017

The video discusses market volatility, highlighting moderate levels as optimal for market stability. It addresses narratives of market complacency and examines risk factors like the US election, Fed rate changes, and Brexit, concluding that none pose significant threats. The discussion shifts to inflation, noting a slight increase but no major concerns due to low crude prices. The energy sector's potential is explored, with a focus on capital spending and normalized earnings.

What is considered the best level of volatility for the market according to the analysis?

• No volatility

• Moderate volatility

• Extremely low volatility

• High volatility

Which sector has recently shown a shift in market leadership?

• High dividend low volatility stocks

• Tech and industrial sectors

• Electric utilities and telecom

• Healthcare and pharmaceuticals

Which of the following risk factors is considered least concerning by the speaker?

• All of the above

• Brexit

• Fed rate rise

• US election

What is the speaker's outlook on inflation for the next 6 to 12 months?

• Moderate inflation with no major concerns

• Unpredictable inflation trends

• High inflation driven by commodities

• Deflationary pressures

Why has the energy sector not shown significant capital spending cuts according to the speaker?

• Lack of normalized earnings

• Brief period of low crude prices

• Insufficient price decline

• High crude prices