What would you invest in at the moment if you thought the US was heading towards a recession?

Let’s say the bubble pops - bad unemployment figures, consumer spending falls, tariffs start hurting… the stock market tanks and it ultimately feeds though to the real economy (home prices etc)

What would you invest in? I’d have thought bonds (as £ flowing out of equities will benefit fixed income products) but wouldn’t yields on both treasuries and corporates increase in the above scenario, due to additional risk premium?

Would you invest away from the US, into Europe/UK/Asia? But if the US falters wouldn’t that ripple globally?

I’m quite bearish on the US but currently struggling on understanding how to put my £ where my mouth is. (And yes, I know that I’ll probably get off the SPX and miss out on another 24% YoY…)

Thank you!