Those two things could come into collision, and cause you to get faster hiring in the first part of the year, then have it catches up with you later,

It's easy to make good decisions when there are no bad options.

That could cause the Fed to raise rates faster.

This is a little bit like getting a bigger-than-expected package in a much prettier wrapping and huge bow, but you open it up and it's exactly what you thought you were going to get.

The problem, ... is that the markets have fallen sharply and they've fallen because all these financial shenanigans are coming unraveled.

My view is the previous months were the aberrant month, and June makes more sense.