Cameron Watt: Long, Flat, Dull, Challenging Cycle

The video discusses investor expectations, survey results, and the impact of a referendum on these expectations. It analyzes market sentiment, influenced by central bank actions, and how markets respond to corporate earnings. The discussion also covers the economic cycle since the financial crisis, highlighting low growth and the absence of credit or employment excess.

What was the change in investor expectations from last month to this month?

• Increased from 9 to 19.2

• Decreased from 19.2 to 9

• Remained the same at 19.2

• Increased from 6.8 to 19.2

What did the CBS lending survey indicate about changes before and after June 23rd?

• Changes were only observed after June 23rd

• Minor changes were observed

• No changes were observed

• Significant changes were observed

How does the market currently respond to corporate earnings?

• It ignores corporate earnings

• It rewards stable growth and punishes disappointments

• It rewards all companies equally

• It punishes stable growth

What has been the duration of the current economic cycle since the financial crisis?

• Twelve years

• Ten years

• Eight years

• Five years

What is the current state of growth in the economic cycle?

• Moderate and stable growth

• Low and moderate growth

• Declining growth

• High and rapid growth