Risk assets are running hot as our pandemic sentiment gauge reads ‘hope’, giving rise to the narrative that the worst is now behind us, per TD Securities.
Key quotes
“Containment efforts could start to be reconsidered as early as this month as the bulk of the US population would be 50% past peak hospital utilization.”
“Copper is benefiting from the supply side with some virus-related disruptions.”
W Resources Plc (LON:WRES) engages in the exploration and development of tungsten, tin, copper, and gold properties.