At this £52m mcap, Yanfolila AISC really doesn't matter - truly - only Kouroussa is priced in but I don't expect them to move her up before the new tax year/April.
Maybe they'll get one in (like 5 basic points lol) but that NY Fed number is a real wheels-off print.
Hiking into a recession (like we haven't been in a depression for two years already in real terms ...) is classic Fed of course - I still maintain my view of NIRP within 12-18 months.