Never in history has a global — just-in-time — balanced economy been shut down by a pandemic. In addition to the pandemic, we’ve been hit with massive “quantitative easing” by all central banks, political unrest — stimulus cash to voters and lobbying industries — and with on-going, escalating trade-wars and supply-chain reshoring.
So what can you expect from all of this? Long-term: Expect unintended consequences. Short-term: Enjoy the sugar-high before supply of goods eventually exceeds a saturated, with-hoarding-excess demand.