Share this postFuller Treacy MoneyBig Picture Long-Term Global OutlookCopy linkFacebookEmailNotesMorePlayback speed×Share postShare post at current timeShare from 0:000:00/0:00Preview3Share this postFuller Treacy MoneyBig Picture Long-Term Global OutlookCopy linkFacebookEmailNotesMore4Big Picture Long-Term Global OutlookEoin TreacyJul 03, 2025∙ Paid3Share this postFuller Treacy MoneyBig Picture Long-Term Global OutlookCopy linkFacebookEmailNotesMore4ShareThis post is for paid subscribersSubscribeAlready a paid subscriber? Sign inFuller Treacy Money PodcastDaily analysis of major global markets 20 minsBig Picture Long-Term audio on Fridays 1 hour Daily analysis of major global markets 20 mins Big Picture Long-Term audio on Fridays 1 hour SubscribeListen onSubstack AppSpotifyRSS FeedAppears in episodeEoin TreacyRecent Episodes30-year auction holds the 5% hurdle, stocks extend rally, precious metals rally in unison, bitcoin breaks out, ethereum outperforming. 13 hrs ago • Eoin TreacyTariffs rhetoric increases but markets relieved, Treasury yields compress, bitcoin tests highs, altcoins rebound, sugar steadies, lumber…Jul 9 • Eoin Treacycopper spread at 20% versus LME, Stock response to tariff threats muted, gold sags, oil steady, feeder cattle extend uptrend. Jul 8 • Eoin TreacyTesla dips, stocks pause and bonds slide on Big Beautiful Bill and tariff threats, feeder cattle trending higher, coffee lower, OJ rebounds.Jul 7 • Eoin TreacyUK fiscal rule in doubt, trade negotiations hedging with metals, arms supply and politics, crypto banks and bitcoin demand. Jul 2 • Eoin TreacyWall Street pauses amid higher yields and stronger economic stats. Gold firm, oil steady, Dollar weak and emerging markets benefitting. Jul 1 • Eoin TreacyTrade negotiation drama escalates but positive so far, Dollar weak, gold firms, Wall Street extends breakout, Treasuries firm. Jun 30 • Eoin Treacy