![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgqfwhL7JHLiQOxTqiU9QHXiG64VegcjA5vjmVSL5WjWUqIq6A4BNuiqdGuD3VhQ1teakKEVunRZgmKcy4UJ3Uih1X6VNZTXtCx3hEhU0JfBDx2MGIdNSgF29LmRA9TLklfRR3Sf9-FcHtD-nBVE31wvGa0bfOB66uPfXc1MAgaesvuxbAK6I4cXbpHpA/w400-h210/Black%20swans.jpg)
And just as I predicted on the weekend (see In what world is fighting the Fed a good idea?), we've had a cacophony of Fed officials pushing back on market expectations of an imminent pause in rate hikes. Bond yields spiked in response.
Here is what I am watching.
The full post can be found here.