Speculation or you have sources? It would not make logical financial sense to delay projects 2-4 years out from needing the general public to fund their vacations based on economic conditions currently or in the near future.
It’s like deciding on a factory expansion, you are trying to determine the need at factory completion not what today looks like.
I see this speculation commonly here though, so much so I feel like it’s assumed as fact. Got it off my chest now, I’ll take my business degree and logic and continue to spectate from afar.