The correct answer is, no one knows. We're in a strange period because money is cheap and the Fed has signaled that it will remain cheap going forward. There is not much space now to drop rates should things slow, and as long as there is cheap capital, the growth may continue. The biggest risk will lie with the trade war we are currently waging.
The transport numbers (train traffic, implied demand from EIA oil numbers) really, really sucked in May. Made more amazing by the Mississippi River being shut down in large sections because of high water.
