Eoin Treacy

Big Picture Long-Term Outlook
Big Picture Long-Term Outlook
CPI drops on government shutdown impact, stocks and bonds firm, precious metals ease, oil weak. Can
CPI drops on government shutdown impact, stocks and bonds firm, precious metals ease, oil weak. Can
Wall of Worry or rotation angst? oil steadies but Venezuela is not currently a major exporter.
Wall of Worry or rotation angst? oil steadies but Venezuela is not currently a major exporter.
Oil breaks lower following Gasoline, silver firm, gold pauses, stocks waver but autonomous vehicle
Oil breaks lower following Gasoline, silver firm, gold pauses, stocks waver but autonomous vehicle
Silver and gold steady, bitcoin weak and Nasda-100 testing 50-day MA. Treasuries steady below 4.2%.
Silver and gold steady, bitcoin weak and Nasda-100 testing 50-day MA. Treasuries steady below 4.2%.
Big Picture Long-Term Video Commentary
Big Picture Long-Term Video Commentary
Oracle earnings hits AI stocks, Silver surges, gold rallies, copper new high on LME, Dollar weak an
Oracle earnings hits AI stocks, Silver surges, gold rallies, copper new high on LME, Dollar weak an
Fed cuts rate, bonds and stocks rally, gold steady, oil jumps on risk escalation, GLP-1 losers and
Fed cuts rate, bonds and stocks rally, gold steady, oil jumps on risk escalation, GLP-1 losers and
Silver breaks out, Wall Street pauses, RBA holds rate which supports the AU$, Yen weakens, several
Silver breaks out, Wall Street pauses, RBA holds rate which supports the AU$, Yen weakens, several
Hawkish cuts, China’s refusal to overstimulate, oil weakness, gold steady.
Hawkish cuts, China’s refusal to overstimulate, oil weakness, gold steady.
Big Picture Long-Term Commentary
Big Picture Long-Term Commentary
Dollar General and the K-Shaped Economy, oil firms, natural gas new recovery high, Gold steady, Jap
Dollar General and the K-Shaped Economy, oil firms, natural gas new recovery high, Gold steady, Jap
Rate cut speculation hits Dollar, Wall Street steady, oil companies rally, copper miners break out.
Rate cut speculation hits Dollar, Wall Street steady, oil companies rally, copper miners break out.
Bitcoin rebounds, silver reverses early weakness, oil weak, Wall Street steady, Dollar eases, discu
Bitcoin rebounds, silver reverses early weakness, oil weak, Wall Street steady, Dollar eases, discu
Bitcoin sags but rebounds from lows, gold pauses amid silver strength, Yen at potential resistance,
Bitcoin sags but rebounds from lows, gold pauses amid silver strength, Yen at potential resistance,
Big Picture Long-Term Global Outlook
Big Picture Long-Term Global Outlook
Australia rebounds on property outlook, China Vanke breaks down, renminbi at key level. Happy Thank
Australia rebounds on property outlook, China Vanke breaks down, renminbi at key level. Happy Thank
UK budget no surprises boosts asset prices despite higher taxes, silver and gold firm, China under
UK budget no surprises boosts asset prices despite higher taxes, silver and gold firm, China under
Rate cut hopes suppress yields, boost stocks, gold steady, oil weak on peace speculation.
Rate cut hopes suppress yields, boost stocks, gold steady, oil weak on peace speculation.
Rate cuts odds improve and fuel a risk-on rebound, oil, gold, nasdaq jump, Dollar pauses, emerging
Rate cuts odds improve and fuel a risk-on rebound, oil, gold, nasdaq jump, Dollar pauses, emerging
Big Picture Long-Term Global Outlook
Big Picture Long-Term Global Outlook
Rate Cut Hopes Dashed Hit AI Enthusiasm and sparks contagion selling.
Rate Cut Hopes Dashed Hit AI Enthusiasm and sparks contagion selling.
Nvidia earnings and bubble signs, Dollar rebound and failed breaks, rare earth refinery constructio
Nvidia earnings and bubble signs, Dollar rebound and failed breaks, rare earth refinery constructio
Short-term low ahead of Nvidia earnings, gold and oil steady, Yen weakens on China reprisals for Ta
Short-term low ahead of Nvidia earnings, gold and oil steady, Yen weakens on China reprisals for Ta
Bitcoin extends decline, Nasdaq-100 tests 50-day MA, VIX rises, Alphabet champions disintermediatio
Bitcoin extends decline, Nasdaq-100 tests 50-day MA, VIX rises, Alphabet champions disintermediatio
Big Picture Long-Term Global Outlook
Big Picture Long-Term Global Outlook
Fed hawkishness and end of shutdown lift yields and hit stocks, bitcoin leading on the downside, go
Fed hawkishness and end of shutdown lift yields and hit stocks, bitcoin leading on the downside, go
Silver surges and is siphoning momentum from bitcoin and AI trades. Oil drops to test its lows, Gol
Silver surges and is siphoning momentum from bitcoin and AI trades. Oil drops to test its lows, Gol
UK unemployment jumps so rates about to fall, Wall Street steady, gold firms, Australian Dollar fin
UK unemployment jumps so rates about to fall, Wall Street steady, gold firms, Australian Dollar fin
Wall Street rebounds emphatically on the end of the government shut down, Gold and silver surge, oi
Wall Street rebounds emphatically on the end of the government shut down, Gold and silver surge, oi