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 was a significant factor in Portugal's bond performance improvement in 2016?

• An increase in foreign investments

• The risk of a downgrade diminishing

• A decrease in global interest rates

• A change in government policies

What is a potential challenge for the ECB in its bond purchasing strategy?

• Decreasing interest rates

• Political instability in Europe

• High inflation rates

• Lack of sufficient assets to buy

What is the primary concern if the ECB runs out of assets to purchase?

• Increased unemployment rates

• Decreased foreign investments

• Inability to control inflation

• Rising interest rates

What is the expected trend for U.S. yields according to the discussion?

• They will fluctuate unpredictably

• They will decrease significantly

• They will remain stable

• They will increase

What strategy is suggested for investors during uncertain political times?

• Invest heavily in stocks

• Hold onto cash

• Diversify into foreign markets

• Increase bond investments