Yes when this drama is over, and Europe magically opens up every...

Yes when this drama is over, and Europe magically opens up every business that was closed, magically all supply chains will suddenly fill up.
Magically all producers will start producing at capacity because their magic wand filled all the feedstock pipelines

Then the global tourism industry that has effectively stopped will be jam backed as all travelers will decide to travel again . All SME businesses will call back employees they let go and bring them back to work.
Then out of the blue some, fairly dust appears out of nowhere with it the banking margins will improve and NAB suddenly goes back to $30 and above.

Don't get me started on the Airlines, their stocks will just fly through the roof because who cares about the entire quarter wiped out, the travel industry is so robust they will just make it up and more in 3 quarters.

Just out of curiosity though, which part of the sell-off of the XJO today (now down over 5%) indicates to you that the bottom is in.