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About Eoin
Eoin Treacy is a world-renowned global strategist, fund manager, consultant, author, and presenter. He is editor of the Rogue Portfolio, strategist at FullerTreacymoney, director at Nevada Trust Company, and investment director at Southbank Research. Mr. Treacy's approach to markets incorporates a novel macro behavioral matrix and heavily features crowd psychology as a timing tool for markets. He has been regularly interviewed and quoted in Bloomberg TV, CNBC, NDTV, CCTV, and The Wall Street Journal.
Eoin's Articles
Commercial real estate (CRE) risks are clear. A solid percentage of people now insist on working from home, for at least part of the time, and some companies are not fully remote. The loss of tenants in downtown areas represents a fall in foot traffic and a decline in taxation, and it inflates risk ratios. And yet, large financial firms like The Goldman Sachs Group Inc. (GS) are trading well, explains Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
FINANCIALS
I was at a dinner party recently and was seated next to a plastic surgeon. During our conversation, he said this is the first time he has seen a downswing in his business and attributed it to the impact of inflation and reduced spending power. Walmart Inc. (WMT) suddenly succeeding in attracting more affluent customers to its stores and ecommerce site are probably also a reflection of changing priorities as credit conditions tighten, advises Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
RETAIL
Bloomberg recently reported that commodities are getting sucked into a global short volatility trade. But what does that mean – and how can you capitalize? Here are my thoughts, explains Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
COMMODITIES
Reassessing when and to what extent rates will be cut is a weekly affair at present. But 10-year Treasury yields just broke higher to confirm support in the region of 4%. A clear downward dynamic will be required to question scope for additional upside, writes Eoin Treacy, editor of Fuller Treacy Money.
Eoin Treacy
BONDS