[MichaelKovacs]

Here is a great twitter thread from Gavin Baker at Atreides Management that may help with how to think about it...but don't expect a straight answer, because there is no straight answer

https://twitter.com/GavinSBaker/status/1255215997730066435

"...the irresistible force of the largest stimulus ever vs. the immovable object of the sharpest economic slowdown in history..."

[jacobedawson]

Thanks for the link, checking it out now :)