IMO, it is the memes which will do it. Have you seen the one about capitalism teetering on an ivory tower, unable to to continue growing after moving away from extractivism and hopelessly trying to exert itself into a knowledge based economy? It's a real tickler.
In US terms it seems clear that financial support in excess of that available in 2009 onwards will be provided.
Vaccines are being delivered and economic activity will increase as the fear of COVID-19 subsides.
Is this based on political gridlock after the next set of US midterms? Something not COVID-19 related?