Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: iTunes | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

Quads

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow, S&P, Nasdaq and Russell all close at record highs. Passive investors continue to add money. Big money pros still act skittish. Earnings looking good for now. CBO scores repeal only and it is ugly. House tries a reset with the budget. Financial Review by Sinclair Noe for 07-19-2017

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Financial Review

Death by a Thousand Cuts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..S&P and Nasdaq close at records. Repeal and replace is dead. Repeal only is dead. What next? NAR shows more foreign real estate buyers. Home builder confidence slips. Would you pay for Made in USA? California extends cap and trade. Bank of America and Goldman Sachs post earnings. Financial Review by Sinclair Noe for 07-18-2017

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Financial Review

Not Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..McCain is sick, healthcare legislation is sicker. Blackrock disappoints. Netflix grows subscribers. FAANG leads market but soft on earnings. China’s predictable GDP. Brexit begins. Can’t find the paperwork on student loans. Made in America. Financial Review by Sinclair Noe for 07-17-2017

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Financial Review

Complacency Abounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow, S&P, Russell close at record highs. Retail sales fell in June. CPI shows inflation flatline. Industrial production up. Consumer sentiment is strong now but the future sucks. Big 3 banks report earnings, topping profit estimates and dropping on the news. Waiting on a health care bill Financial Review by Sinclair Noe for 07-14-2017

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Financial Review

Cookies in Bulk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Dow hits another record. Senate unveils BCRA version 2.1 – it just keeps getting worse. Steel tariffs? Paris Accord? Yellen Day 2 on Capitol Hill and the Fed’s third mandate. Financial Review by Sinclair Noe for 07-13-2017

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Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

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Financial Review

Quick Shock

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Wall Street shocked by Junior’s email chain. McConnell tries to rally support for BCRA. Still to come a budget and tax reform. Seattle raises income tax. Traders look to bank earnings. Small biz sentiment slips. JOLT shows strong labor market. Waiting on Yellen testimony. Net neutrality and an internet-wide day of action. The best deals around. Financial Review by Sinclair Noe for 07-11-2017

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Financial Review

3 Things

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Janet Yellen’s semi-annual testimony before Congress, another attempt to pass a replacement to Obamacare, and Amazon Prime day. Model 3 rolls off the line. CFPB will ban mandatory arbitration clauses. Financial Review by Sinclair Noe for 07-10-2017

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Financial Review

June Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….US adds 222,000 jobs in June. Unemployment rate rose to 4.3%. Wages up 0.2%. U6 at 8.6%. Reasons for flat wage growth. Fed will stay the course. Financial Review by Sinclair Noe for 07-07-2017

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