they stopped printing money.

it's really as simple as that: the american economy grows when the feds print money, and it shrinks when they stop printing money. so, if you want growth, you must print money - and there is no outcome but recession if you don't.

the markets are actually being really stupid right now, because investors tend not to live in reality. but, the money is drying up...

https://www.bloomberg.com/news/articles/2018-06-14/financials-etf-bleeds-cash-as-yield-curve-goes-flat-etf-watch