ICYMI From the Chat: March 17-24, 2024
Charts of the Week, Sibanye & PGMs, Oil & Russia & Permian, Copper & Inflation, My 180 on JPY, Gold Miners & Sensitivity, Maturity Wall, Max Stupid Nominations, More!
“ICYMI From the Chat” is a mix of charts, comments, Q&A with subscribers, and exchanges that I found material to my thinking over the past week. For many who can’t or prefer not be in the chat, hopefully this catches you up on some developments around major trends and themes I discuss in the blog posts.
I’ve added a section toward the end with charts I came across during the week that I didn’t put in the chat…but probably should have!
Also ICYMI — two notes out this week, one on the Fed ahead of the decision (which built upon comments in the chat earlier in the week) and one with my initial reactions to the Chinese yuan depreciation on Friday.