From: Boston, London, Hoboken, now Warwick, NY
My household has taken up baking like it is a competitive sport.
Funny you should mention that.
Our supermarkets here have resumed a sense of near normalcy for most things. A month or so ago, you'd have great difficulty in locating toilet paper, paper towels, napkins, hand sanitizer and anything with bleach as a primary ingredient. Now these things are readily available.
But I haven't been able to locate baker's yeast (instant dry yeast) anywhere in the last couple of weeks. I actually went into the store to find some (usually I use the curbside grocery pickup service to reduce exposure) last week. Empty shelves. AP flour was pretty sparse too.
We did our big shopping trip yesterday, went to 2 groceries and Costco. Meat expensive, and one grocery was almost totally sold out. Baking supplies restricted purchase inventory and choice very low. Milk plentiful (used to be restricted). Eggs getting more expensive and brands we never saw before. Butter cheaper. Toilet paper, paper towels, kleenex difficult to find and impossible to find the brands my wife swears by. Cleaning supplies restricted and difficult to find.
Two weeks ago, I couldn't find kitchen sponges to save my soul. It's interesting to watch the rotation of consumer goods' demand re: groceries. My big question is: what's next? Not so much for supermarket goods, but what will be the next 'gotta have' consumer good as we emerge from quarantine? Household durable goods (a new washing machine or oven)? Home improvement / yard improvement sorts of goods? Laptop or computer upgrades for home workers?
Pretty sure I know what it won't be: automobiles, boats / yachts, aircraft (commercial or private) and RVs. Like the great recession of 12 years ago, these industries will take years to get back to snuff. Winnebago sales were a great leading indicator of the 2008-2009 recession. I think they'll be a good indicator for this one too.
Computer equipment I think is a definite. anti-virus, anti-hacking SW once people figure out that evil actors out there are still evil. aircraft might be interesting. If commercial becomes even more of a pain in the tush than it already was, and you have the means, buy your own plane.
Office space in dense cities - likely going to have a hard time. Telco companies will make out well as demand for bandwidth increases. Which reminds me I need to call my cable company to get a better deal.