I hate to say I'm 'bullish' about a situation where people will die, but the fact that 80% of cases are mild or asymptomatic bodes well for the working economy. conferences, travel, and tourism will take a huge hit, but I don't see other industries being significantly hurt.

if this was more like SARS with a 10% IFR, with equally high mortality rates among young people, then I would be very worried. But this virus seems to be the opposite. most factory workers fit in that cohort of people in that the virus effects the least so I don't see supply chains suffering.