JPMorgan's Santos: Touched the Low in Terms of Oil

The video discusses the changes in oil prices in 2016, highlighting the impact of supply dynamics and the OPEC deal. It predicts higher oil prices in 2017, with a focus on the energy sector's potential. The financial sector is expected to benefit from rising interest rates and economic improvement. The healthcare sector faces challenges due to regulatory concerns and policy volatility. The video also analyzes sector mispricing, particularly in defensive sectors.

What factors contributed to the significant reduction in US oil supply?

What is the expected range for Brent oil prices by the end of 2017 according to the speaker?

How does the speaker view the energy sector's performance in 2017 compared to other sectors?

What does the speaker suggest about the potential for credit growth in the financial sector?

What are the concerns regarding the healthcare sector mentioned in the text?