Turnill: Stocks' Bond Yield Struggle a Theme for 2017

The video discusses the interplay between bond, FX, and equity markets, focusing on how bond market movements influence other markets. It highlights the impact of rising US interest rates on the dollar and equity markets, particularly value stocks and bond proxies. The discussion also covers the challenges equity markets face with fluctuating bond yields and the importance of dividend growth stocks. The video concludes with expectations for gradual yield increases and their implications for market pricing and investment strategies.

Explain the impact of rising bond yields on different sectors of the equity market.

What concerns are raised about the market potentially getting ahead of itself?