Pumping until the midterms or until the SpaceX IPO?

Everyone is wondering about how the market is moving rn. Energy prices are through the roof, the consumer is in bad shape and job numbers do not look great either, especially with AI related job insecurities around the corner. The fact that the US is fighting an actual hot war doesn't seem to matter much. So I am wondering whether pumping the market hard for an IPO window (SpaceX, Anthropic, OpenAi, etc.) is what we are seeing and potentially straight into a recession after given the hawkish fed signals. What is everyones timeline for the next months?