Arnim Holzer talks about the bond market's negative reaction to the Fed's interest rate hike Wednesday followed by Thursday's reversal to the upside in equities. He believes investors are coming to terms that the FOMC can't do a "one and done" rate hike, adding that the U.S. economy will stay strong even if a hiking cycle shapes up. Arnim also explains the disconnect between crude oil prices and refining issues that build pressure in the energy market.