Nielsen: Cash in Market Could Provide 'Beautiful' Rally

The video discusses Portugal's bond performance in 2016, highlighting its improvement despite being a laggard. It examines the European Central Bank's (ECB) role in bond buying and the challenges it faces. The discussion shifts to the US, analyzing bond yields and the economic outlook, noting the Federal Reserve's position. The impact of political uncertainty, particularly the upcoming election, on economic forecasting is also explored.

What are the potential consequences if the central bank runs out of resources?

How does the speaker suggest investors should approach the upcoming elections?