Financial Review

Punchline

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE_SEG_1-09-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Trump speaks at UN. Oil prices move higher. Unintended consequences of Iranian sanctions. Consumer confidence spikes. Home prices solid but moderating. Waiting on the Fed. Higher rates and the budget deficit. Name game. Financial Review by Sinclair Noe for 09-25-2018

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Financial Review

Time Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-24-218.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip on concerns about trade wars, Rosenstein resignation/firing. Fed meets this week. Oil prices jump. Comcast to buy Sky. Sirius buys Pandora. Kors-Versace. Barrick buys Randgold. Sears near the end. Name changes. Financial Review by Sinclair Noe for 09-24-2018

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Financial Review

21st Day of September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Another record close for the Dow. Quad witch and rebalancing. Waiting on the Fed. China trade war kicks into gear on Monday; retailers write letters. NAFTA? Bid for Sky. Financial Review by Sinclair Noe for 09-21-2018 DOW + 86 = 26,743

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Financial Review

Milk and Cookies

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow and S&P hit record highs. Stocks look strong compared to the rest of the world. Household net worth grows. Gov shutdown still possible, maybe. Stocks soar even in the face of trade wars. Florence roundup; chicken and hog problems, and coal ash. One year after Maria in Puerto Rico and don’t forget USVI. Financial Review by Sinclair Noe for 09-20-2018

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Financial Review

After the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Spending bill passes. Wall Street looks past trade war but the devil is in the supply chain. Current account deficit drops. Housing starts rise. Global poverty drops. Tilray flies high. Visa, MC to pay $6 bill for swiping. Hurricane costs. Puerto Rico one year after Maria. Financial Review by Sinclair Noe for 09-19-2018

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Financial Review

Trade War On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…New tariffs on $200 billion in Chinese imports. China retaliates. Kavanaugh on hold. Senate passes opioid legislation. Florence death toll mounts. Financial Review by Sinclair Noe for 09-18-2018

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Financial Review

Off Track

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting on tariffed announcement. Suadis pick Lucid over Tesla. Benioof buys Time. Cigna-Express Scripts OK’ed. Coke is dope. More NAFTA talk. Brexit May’s way or no way. Kavanaugh off track. Flo still dangerous. Financial Review by Sinclair Noe for 09-17-2018

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Financial Review

Ten Years After

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:11 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…US-China tariffs back on. Manafort flips. 10y hits 3% – odds on for more rate hikes. Florence crawls to Carolinas. Mangkhut roars through Philippines. 10 years after Lehman. Financial Review  by Sinclair Noe for 09-14-2018

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Financial Review

Hurricane Truth

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-132-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…CPI in a sweet spot. Fed will still hike rates. Spending bill might avert shutdown. China-US trade talks: no guarantees. Emerging markets still warrant attention. Trump’s Maria lie. Hurricane Flo arrives. Hurricanes do not stimulate the economy. Financial Review by Sinclair Noe for 09-13-2018

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Financial Review

Before the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks trade in range. Apple’s big yawn. Beige book slightly dovish, but hawks will rule the FOMC. PPI slips. Middle class claws back to 1999. Businesses fight tariffs. Dimon is not running (wink, wink). Flo in the wings. Financial Review by Sinclair Noe for 09-12-2018

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