The recent sharp sell-off in stock markets has alarmed many investors, driven by mounting concerns that the Federal Reserve may have kept interest rates too high for too long. Fears are growing that the risks of a U.S. recession have now risen past a point where it cannot be turned around. The headlines are filled with dire warnings, and market sentiment appears to be shifting towards panic. But is there truly a reason to be alarmed? As a data-driven, scientific investment firm, we firmly believe that the answer is no. It is essential to look beyond the noise, short-term volatility, and emotional reactions, and instead, focus on the underlying data and a rigorous analysis of the economic landscape.