Actually a lot of workings are staying home collecting benefits and do not want to work. Employers are getting desperate so they can increase their business.
Once they HAVE to go back to work there will be another spike in revenue and confidence will increase further. And without H1B cheap tech labor American’s who have been suffering for the last five years will be making a real wage again.
“a lot of workers are staying home collecting benefits”
...and they are getting the $600/week extra, on top of their normal unemployment - without a lot of opportunity to spend the extra on anything much, during quarantine.
When they do back to spending, they (as a group) are going to have a lot of extra cash burning holes in their pockets.