It's not a direct correlation.
It's system phenomenon.

Okay, you don't buy into Keynes.
Well, may the facts be damned.
How soon people begin to deny the lessons of the Great Depression.

What basis do you have for not aggreeing that government spending programs affect everyone? That the spending cascades throughout the economy.

Just that you don't like it?

By the way, from what I've seen and heard, consulting is very much affected by rather small changes in the economy.