Stimulus supporters believe that it’s necessary to increase money supply vastly while stimulating. In other words, to fund the stimulus by printing, rather than just borrowing. If this is the case than almost anyone will admit to some level of inflation as a result. Given that, than the reasonable response for anyone wishing to invest in that sort of environment is to look for very high returns on investments to offset the inflationary risk. Now where would we see that? (Also called tightening credit)
House mortgages are the only things not seeing an increase in rate costs, they are however seeing an increase in the standards of lending, so lower rates may be necessary to attract more prudent purchasers.