The final outcome as to the length and shape of the recession will most likely be determined by whether or not the world believes that this will all work. The US needs low interest rates to buy time while the enormous stimulus works its way through the global economy or the national budget will be overwhelmed by interest carrying costs on the additional debt. The next 6 months will be very interesting as those nations who have (China) surpluses begin to hoard resources in anticipation of higher prices later on. The nations that depended upon leverage to prop up their economies and standards of living will see the biggest adjustments whether or not this all really does work.