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.

In what ways could the shift from monetary to fiscal policy impact emerging market assets?

What factors could lead to weaker currencies in emerging markets?