Market seems to be pricing in one these outcomes:

1) Increase COVID Cases &lt;&gt; Big Second Shutdown
2) Big Second Shutdown = More Stimulus 
3) Mix of 1 and 2

I suspect #3. @TimDuy has a good handicap here:

https://t.co/FgEkUU09Do

$SPX $SPX $DIA $QQQ https://t.co/GFLav9ELPi