Hille: We Don’t See the End of the Bond Bull Market

The video discusses the outlook for the bond market, suggesting a moderate increase in yields due to debt overhang and central bank policies. It analyzes the potential impact of Donald Trump's economic policies, including tax reform and deregulation, on the market. The discussion also covers equity market trends, highlighting optimism and potential overshoots. Opportunities in currencies and fixed income investments are explored, with a focus on the dollar and emerging markets. The video concludes with strategies for investing in emerging markets, emphasizing tactical trades and diversification.

What are the key factors that may influence the bond bull market according to the text?

How do the discussed policies of Donald Trump potentially impact the market?

What is the forecasted treasury yield mentioned in the text, and what factors contribute to this forecast?

Discuss the implications of debt overhang on policy normalization as mentioned in the text.

What investment opportunities are suggested in the text for currencies and fixed income?