Michael Holland: 'The Party's Over' for Bond Rally

The video discusses the implications of Treasurys and economic changes expected in 2017, focusing on inflation and its impact on bonds and emerging markets. It highlights the potential effects of US fiscal policies on emerging market assets and suggests investment strategies in equities to counter inflation. The video also explores political and economic shifts in Latin America, emphasizing the transition from socialist to reform-oriented governments and the potential consequences for the region.

What is one potential consequence of inflation picking up in 2017?

• Deflationary pressures will increase.

• Treasury yields will decrease.

• Bonds will become more attractive.

• Emerging market debt may face challenges.

How might the shift from monetary to fiscal policy in the US affect emerging market assets?

• It will have no impact.

• It could create a favorable environment.

• It might pose a negative impact.

• It will stabilize emerging market currencies.

According to historical perspectives, what is a prudent strategy against rising inflation?

• Investing in real estate

• Holding cash reserves

• Investing in equity markets

• Investing in bonds

What significant political shift is occurring in Latin America?

• From socialist to reform-oriented governments

• From reform-oriented to socialist governments

• From democratic to authoritarian regimes

• From capitalist to communist economies

What challenge might Latin American countries face due to US economic movements?

• Weaker currencies leading to inflation

• Increased foreign investment

• Improved trade balances

• Strengthening of local currencies