Share this postFuller Treacy MoneyCPI lower but deficit higher, yields rise, stocks rebound, oil and gold firm, natural gas weak. India still under pressure, China steady. Copy linkFacebookEmailNotesMorePlayback speed×Share postShare post at current timeShare from 0:000:00/0:00Preview3Share this postFuller Treacy MoneyCPI lower but deficit higher, yields rise, stocks rebound, oil and gold firm, natural gas weak. India still under pressure, China steady. Copy linkFacebookEmailNotesMoreCPI lower but deficit higher, yields rise, stocks rebound, oil and gold firm, natural gas weak. India still under pressure, China steady. Eoin TreacyMar 12, 2025∙ Paid3Share this postFuller Treacy MoneyCPI lower but deficit higher, yields rise, stocks rebound, oil and gold firm, natural gas weak. India still under pressure, China steady. Copy linkFacebookEmailNotesMoreShareThis 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 Episodescopper spread at 20% versus LME, Stock response to tariff threats muted, gold sags, oil steady, feeder cattle extend uptrend. 8 hrs ago • 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 TreacyBig Picture Long-Term Global OutlookJul 3 • 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 TreacyBig Picture Long-Term Global OutlookJun 27 • Eoin TreacyTreasuries and stocks rally on Fed chair change speculation, platinum and copper stockpiling ahead of tariff deadline, AI trend remains…Jun 26 • Eoin Treacy