Eoin Treacy
Big Picture Long-Term Global Outlook
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
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
Big Picture Long-Term Global Outlook
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
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
Big Picture Long-Term Global Outlook
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
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
Big Picture Long-Term Global Outlook
Rates too high, for too long hits jobs and stocks, Treasuries rally, consumer discretionary under p
Bitcoin and gold steady, bond yields jump, Wall Street steadies and is led by AI leaders, K-shaped
Bitcoin drops, altcoins drop more, modest risk off on Wall Street, India supports Rupee, Japan paus
Bitcion pauses, AI stocks break out anew, Japan extends uptrend, China steady, Wall Street mixed, g
Big Picture Long-Term Global Outlook
AI boom and robotics promises, gold rebounds on Fed tolerance for inflation, Rare earths need real
Nvidia at $5 trillion, Fed cuts but December cut in doubt, yields rise, dollar firm, gold sags, Alp
Wall Street new highs led my megacaps, oil weak, gold eases, Japan pauses. Cameco surges.
VIX contracts but single stock volatility increases, Nikkei-225, Nasdaq-100 gap higher, gold closes
Big Picture Long-Term Global Outlook
Crude oil jumps, Gold and related instruments steady, momentum shares steady, bonds yields rise, co
Gold pauses at $4000, several speculative stocks firm, Wall Street quiet, dollar pauses, India stea
Precious Metals Pull Back Sharply, Dollar firms, China steady, Wall Street pauses, Bond yields comp
Stocks, bonds, precious metals and bitcoin rebound on the end of quantitative tightening. Apple bre