"With delta C-19 raging globally, will liquidity from governments keep flowing, very possibly a yes."

For what its worth - all market eyes are on the Jackson Hole meeting later this month (August); some predicting news of a taper, others predicting not, due to your above Covid resurgence observation, SF. From my perspective I can't see J Powell wanting to go down in history as the man that sent the markets into a taper tantrum, given he will more than likely retire at or near years end. Better to pass that baton to the next man for the ignoble job.

But who among us knows the market future in this highly unusual environment - one day you're hiding screwdrivers, and the next you're camped in a tree hunting for that rare possum diner that escaped those dark days of 2018/19 . And yet, I remain positive given the spectacular array of electric fundamentals .