► Subscribe to the Financial Times on YouTube: http://bit.ly/FTimeSubs<br /><br />As bond markets correct, the dollar falls and the S&P 500 sets a new record, John Authers suggests the common element is that investors are retreating from last year's rush to buy the US and sell Europe.<br /><br />► Authers’ Note: http://bit.ly/1Liu16x <br /><br />► FT Markets: http://bit.ly/1J5HNd3<br /><br />► Smart Beta = Smart Marketing: http://bit.ly/1eq6Hr4<br /><br />For more video content from the Financial Times, visit http://www.FT.com/video<br /><br />Twitter https://twitter.com/ftvideo<br />Facebook https://www.facebook.com/financialtimes
