I am mostly in agreement with you. The possible game changer would be the roll out of a successful treatment. Turn this into the flu and people can go back to work. A cough and mild fever I can get over ... death, on the other hand, is more difficult.My view is that this CV thing is going to last a pretty long time. Seems like we are really just getting started in terms of impact. Institutions that have announced they are closing for "three weeks" or "until April 20" and the like are IMO being wildly optimistic. WB can forget about releasing WW84 in June. The Tokyo Olympics will not be taking place as scheduled. That's my belief.
I don't expect that things will re-open in the USA until the end of summer. I am 50-50 as to whether the NFL season will start on time in September. Actually I don't think it will.
We are in for a longer haul with this. Several months. Hope I'm wrong but ....