The stock market in the US is already seriously discounting an expectation that Donald Trump will be elected President of The United States.
Markets looking out 6-9 months, have already seen a move into "stimulus"
Industrial stocks, the mojo of new big money government/private money commitment are starting to see accumulation.
The accompanying rise in commodity prices ( Watch Copper ) and the continued rise of interest rates show the footprints of a new economic recommitment.
The technical pattern in the market setting up, looks to me like a cup and handle pattern, where any decline this summer, could be followed by an explosive break out to the upside later this year, and into 2025 and beyond.