Chief stock strategist for Credit Suisse Jonathan Golub points to the treasury-yield curve as evidence that the next economic downturn is still a couple years off.
According to Golub, the inversion of the yield curve - which has been an oft-cited predictor for an oncoming recession - is currently forecast to remain inverted until 2026 when it will revert back to normal.
Given the length of most inversion cycles, Golub deduces that the next economic downturn will likely start sometime in 2025, which is considerably further out than many other economic forecasters have predicted.
You can read more about that interview here.