Markets are heading to higher ground, led by the US edging up overnight amid a flurry of confounding news from the White House. Precious metals were among those reaching highs, but our eye is on copper, which is continuing to rise after a stellar run in 2025 – demand is rising, but supply isn't, creating the perfect path for higher prices this year.

Watchlist: Freeport-McMoRan, NexGen Energy, Delta Air Lines

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