Share this postFuller Treacy MoneyUK fiscal rule in doubt, trade negotiations hedging with metals, arms supply and politics, crypto banks and bitcoin demand. Copy linkFacebookEmailNotesMorePlayback speed×Share postShare post at current timeShare from 0:000:00/0:00Preview3Share this postFuller Treacy MoneyUK fiscal rule in doubt, trade negotiations hedging with metals, arms supply and politics, crypto banks and bitcoin demand. Copy linkFacebookEmailNotesMoreUK fiscal rule in doubt, trade negotiations hedging with metals, arms supply and politics, crypto banks and bitcoin demand. Eoin TreacyJul 02, 2025∙ Paid3Share this postFuller Treacy MoneyUK fiscal rule in doubt, trade negotiations hedging with metals, arms supply and politics, crypto banks and bitcoin demand. 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 EpisodesWall Street steady, bonds firm on PPI, Yen steadies, Singapore extends breakout, Australia short-term overbought. 14 hrs ago • Eoin TreacyAI Chip stocks jump, wider market under pressure from less rate cut speculation, dollar firm, gold and oil ease. Bond yields rise.Jul 15 • Eoin Treacytariffs surge and markets yawn, dollar steady, gold eases, bitcoin firm, orange juice breaks higher. oil softer.Jul 14 • Eoin TreacyBig Picture Long-Term Global Outlook Jul 11 • Eoin Treacy30-year auction holds the 5% hurdle, stocks extend rally, precious metals rally in unison, bitcoin breaks out, ethereum outperforming. Jul 10 • 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 Treacy