How do we think this is going to play out? Looks like the US might re-open some states short term, but this will almost certainly lead to states turning into hotspots like New York - especially Florida (already at 25,000 cases). So, green on the S&P for a few weeks until these re-opened states get reamed, or has the market already priced in this "re-opening"? Might be some demand for oil again as people start driving, however overall it's a drop in the bucket.
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How do we think this is going to play out? Looks like the US...
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