街上都在问,如果经济刺激计划迟迟不过,疫情对经济打击加重,会不会逼美联储实行负利率?If a big, Blue Wave-inspired spending package is not forthcoming until 1Q/2Q next year, in the intervening ~six months it is reasonable to expect the pandemic will worsen, the economy will suffer, and stocks will struggle for upside. This means more Fed easing to come.