I think the marker will be around holiday time, starting with Thanksgiving. I would think all the dept. stores will be open by November, I just want to see if the frenzied Xmas shoppers will still carry on as usual, although these past years it's been noted that a lot of people were doing there holiday shopping online, but still the stores are usually packed starting after Turkey Day.
As far as the job market goes, I know all the folks in HR at every company are now weighing the facts about who they need and who they don't need since everyone is working from home now. CBS just laid off some of their on air talent, as well as the behind the scenes folks, so you know what going to happen in the average offices, major layoffs