made in America

big banks work on the same information you and I have if they believe and are certain there is a recession they wouldn't tell you, yes there is geo-political turmoil in the Middle East, and recently the breach of Russian territory by Ukrainian forces will make the bear angry n start flattening land as it did in Syrian n Us is obliged to help Ukraine (why: cuz they gave up their nukes to the Us for protection, not a conspiracy) so more government contracts more orders, PMI is down but excepted to go up upcoming quarters
this is not a full analysis just a general idea so do ur macro analysis crunch the numbers n good day