Financial Review

Scotch and Cigarettes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..After 7 years, move on. Obamacare repeal is dead. Capital goods dip. Durable goods up. Oil down. All drill, no frack. Keystone XL approved; full employment for lawyers. Euro banks need to work on living wills. KfW $5.4 billion oops. Financial Review by Sinclair Noe for 03-24-2017

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Financial Review

Waiting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-23-2017.mp3Podcast: Play in new window | Download (Duration: 11:31 — 6.6MB)Subscribe: iTunes | Android | RSS…..Vote on Obamacare repeal bill postponed. Waiting. Financial Review by Sinclair Noe for 03-23-2017

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Financial Review

Harbingers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..London attacked. Markets quiet but volatility ahead. Budget cuts to environmental programs not so easy. Existing home sales dip. Mortgage apps dip. Millionaire households grow fast. Nike, Fed Ex earnings. Fiat Chrysler investigation. ING investigation. ECB on protectionism. T+3 is history. Google ads popping up in the darnedest places. Financial Review by Sinclair Noe for 03-22-2017

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Financial Review

No Coffee

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Yield curve flattens. AHCA widely hated. Trying to close the deal. Markets overvalued. Banks take a hit. Current account deficit falls. Google can’t sell ads on hate sites. Walmart goes Silicon Valley. Apple sells cheap iPad, but don’t take it on a plane. Brit inflation leaps. Goldman Sachs plans to leave the City. Brit banks money laundering for Russia. Marriott adds rooms. Target remodels. Sears fades away. Financial Review by Sinclair Noe for 03-21-2017

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Financial Review

Happy Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-20-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..FBI investigating Trump-Russia ties. No wiretapping. Gorsuch hearing. Tryancare vote Thursday, maybe. Brexit Article 50. G20 protectionism, yea sure. Gates-Trump. Greece misses again. Deutsche Bank finds greater fools. Vodaphone has an Idea. Albertsons Sprouts. Unilever dumps butter. Twitter full o’ bots. Uber exit. BAML’s big list of everything YTD. Italy is healthiest; Norway is happiest; US is fat and grumpy. Financial Review by Sinclair Noe for 03-20-2017

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Financial Review

St. Patrick’s Day Minus the Green

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Quad witch calm. G20 blah. Merkel-Trump blah. Tillerson’s diplomatic bomb. Apple in China. Google haters. Mule IPO. Manufacturing output rose. Consumer sentiment rose, but politically divided. LEI up. Tesla has an ATM. JCPenneystill selling Christmas sweaters. Wells Fargo and the spineless board. March Madness bets. Cheers. Financial Review by Sinclair Noe for 03-17-2017

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Financial Review

Makes You Want to Holler

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trump’s budget; big bucks for defense; big cuts for everything else. Travel ban blocked, again. No wiretaps existed. Dutch go for Rutte. BOJ and BOE hold rates steady. JOLTS shows most quits since 2001. Homebuilding jumps. AZ minimum wage stands. Russians indicted in Yahoo hack. Amazon delivers booze. Financial Review by Sinclair Noe for 03-16-2017

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..FOMC raises rates; very expected; not hawkish. CPI inches higher. Retail sales slow. Business inventories rise. Twitter hacked. Dutch Trump loses. MIT rewards rules breakers. Financial Review by Sinclair Noe for 03-15-2017

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Financial Review

Never Ending Pi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Waiting on the Fed. Saudis cheat on cuts. PPI pops. Small biz optimism dips. FDIC calls for Glass-Steagall (ish). Low volatility on Wall Street. Neiman Marcus sales. Moneygram sweetener. Goodbye Ruby Tuesday? Brexit coming. Wayne Tracker, CEO. EPA cuts; mayors fight back. Goodenough battery breakthrough. Happy Pi Day. Financial Review by Sinclair Noe for 3.14159…2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Waiting on the Fed. CBO has numbers on the new American Health Care Act – and they are terrible. Intel buying Mobileye to drive into the future. Lloyds outsourcing jobs to IBM. South Korea’s Park out. No Bitcoin fund. Escondida strike. Icahn loads up on Herbalife. Changes in credit scores. Nor’easter on the way. Financial Review by Sinclair Noe for 03-13-2017

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