Financial Review

Reading List

Jan 22, 2019 A Weakening Global Expansion Amid Growing Risks – IMF Blog. The global expansion is weakening and at a rate that is somewhat faster than expected. Record Numbers of Americans Say They Care About Global Warming, Poll Finds – New York Times. A spike in believers. For 20 Years, US Carbon Emissions Have Been Dropping. Last Year, They Spiked. – Mother Jones. Coincidence? ‘Compromise’ to End Shutdown Draws Protests Over Asylum Restrictions – New York Times. Don’t hold your breath for a fast fix. Supreme Court Doesn’t Act on Trump’s Appeal in ‘Dreamers’ Case – Court takes away negotiating tool. Here’s what really worries investors about China’s slowdown – A slowing down in China is not a collapse. The shutdown’s effect on the US economy, explained – Vox. The longer it lasts, the worse it gets. Los Angeles teachers’ union, school district reaches deal to end strike – Reuters Opposition leader pushes for parliament vote on new Brexit referendum – Reuters. Corbyn tries to grab control of Brexit. Careful what you wish for. The unusually large drop in home sales has real estate agents baffled – CNBC. Prices drop in the West. Can you catch a falling knife? MLK Offers a Lesson on Why We Should Be Worried About Amazon and the FBI – Rolling Stone. Unthinkable: 50 Moments That Define an Improbable Presidency – The Atlantic. The greatest hits and misses of the past 2 years.

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Financial Review

Uncertainty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:01 — 11.9MB)Subscribe: Apple Podcasts | Android | RSS…Stocks finished mixed – up for the week – down for the month and year. A look at 2018 market movers. Financial Review by Sinclair Noe for 12-28-2018

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Financial Review

Don’t Blink

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stage a last hour rally. Why have stocks been dropping in a strong economy? What was behind today’s rally into the close. Consumer confidence slips. Techs mixed. Financial Review by Sinclair Noe for 12-27-2018

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Financial Review

Put

Put? Where is the put? It appears the Fed put is kaput.

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Financial Review

November Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Economy adds 155,000 jobs in November. Unemployment rate unchanged at 3.7%. U6 jumps to 7.6%. slightly weak report but not enough to change Fed. Financial Review by Sinclair Noe for 12-07-2018

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-12-06-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSAnthony Nieves, Chair of the Institute for Supply Management (ISM) Non-manufacturing Business Survey Committee. The Institute for Supply Management (ISM) said its non-manufacturing activity index rose 0.4 point to a reading of 60.7 last month. A reading above 50 indicates expansion in the sector

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Financial Review

Could’ve Been Worse

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow drops 784 points, but trims losses. Oil slides as OPEC meets. US an oil exporter. Huawei exec arrested in Canada – trade tensions spike. Trade deficit jumps. ADP private payroll 179k in November. ISM services sector increases. Stopgap government funding for 2 weeks. Financial Review by Sinclair Noe for 12-06-2018

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Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US stock markets closed to honor George H.W. Bush. They needed a break. Beige Book shows solid economy with a few headwinds. Friday Jobs report. OPEC meets tomorrow. Financial Review by Sinclair Noe for 12-05-2018

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Financial Review

Tariff Man

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash. FAANGs lose a fortune. Banks slammed. China-US trade deal not a real deal, yet. Inversion is here. Quitar (sounds like something Tariff Man would say). Financial Review by Sinclair Noe for 12-04-2018

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Financial Review

Timothy Fiore – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIMOTHY_FIORE-SEG_2-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSTimothy Fiore, chair of the Institute for Supply Management Manufacturing Business Survey Committee.

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