I just don't see how the US (possibly even the world) isn't heading for a colossal recession within the next year. The job market is gone. Everything is a recession indicator, we're basically in one right now. Once the AI hype dies, possibly even at the next Nvidia meeting, there's very little left.
There are many big events that could quickly solve the problem. First and foremost: Russia rejoining the global oil market by resolving the Russia-Ukraine war in some way. That would provide enormous impetus.
