In terms of the current situation in the US, the Fed's actions have been felt in asset prices increasing (mainly stock prices) and in terms of actual GDP increases. With the government stimulus payments, this money goes directly into the pockets of the consumer. The outcome is that they will spend this money thus stimulating the economy. Rising gas prices are mainly the result of reduction in supply and somewhat of a return to normal demand. The long end of the yield curve (bonds of 5, 10, and 30 year durations) are falling even though concerns for the return of inflation is present.What are the thoughts in terms of our current situation in the US?