We're in store for more consolidation this month, says Fairlead's Katie Stockton

But amid all the uncertainty, there's a technical trend my next guest is watching that suggests one area of the market could be poised to break out, and that's small caps. For more, let's bring in Katie Stockton. She's managing partner at Fairlead Strategies and a CNBC contributor.Katie, thanks so much for being here. I'd love to sort of just get your take on the general market and where you see things moving. Starting with the yields because that is our big story of the day.if indeed the US government is l ...