Another, more conventional determinant of stability will be the economy's degree of leverage--the extent to which debt rather than equity is financing the level of capital. The proper degree of leverage in a firm, or in an economy as a whole, is an inherently elusive figure that almost certainly changes from time to time.
We may also see stress in some sectors given higher operating costs and shortages in labour supply. Real financial pressures for some businesses will not become evident until the economy reopens fully and supports are fully unwound. And while encouraging, it is as yet unclear how much of the changes in the labour force will persist.