Consumer demand is increasing?
Unlikely, in my opinion.
The total NUMBER of consumers is increasing.
New illegal immigrants are crossing the border at 10,000 per day.
USA government agencies are paying their rent, their grocery bill, their medical bills, and their K-12 education bills - all of it with borrowed (or printed) money.
This speculative balloon is going to pop.
When, is the only question.
History shows that governments can borrow or create money for a LONG time.
The total NUMBER of consumers is increasing.
^^^^^ This. Federal government spending under the turnip has been pushing close to 25% of total GDP, just sayin”.