To see how relevant that will be, I’d look at how the virus is impacting production of the major capital sinks: construction, oil wells & pipelines, data infrastructure, power plants & the electric grid, roads & railroads, etc.
One interesting point on this front is that the cost to road work and infrastructure improvements is lower now than it normally is, so if you figure out a way to do construction work safely, you could justify above-baseline investment in some major capital sinks. (It’s unclear to me how licensing restrictions come into play here; you have millions of unemployed, but you might not be able to use them to build and repair bridges and roads.)
One interesting point on this front is that the cost to road work and infrastructure improvements is lower now than it normally is, so if you figure out a way to do construction work safely, you could justify above-baseline investment in some major capital sinks. (It’s unclear to me how licensing restrictions come into play here; you have millions of unemployed, but you might not be able to use them to build and repair bridges and roads.)