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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Financial Review

All About the Face

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stacks rally on the open, then lose steam. US-China agree to cease fire in trade war. Check back in 90 days. OPEC considers production cuts. Yield curve flattens. France burns. Markets close Wednesday to honor Bush. Financial Review by Sinclair Noe for 12-03-2018

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Financial Review

November Gains

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks eke out gains for week and month. G20 hopes for and end to trade wars. Trump meets Xi. Putin meets MbS. NAFTA signed but not a done deal. Marriott breach. More Deutsche Bank raids. Financial Review by Sinclair Noe for 11-30-2018

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Financial Review

Closing In

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-29-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes show no preset course. Michael Cohen flips. Mueller closes in. G20 – Putin meets MbS. Trump meets Xi. Nothing gets resolved. Financial Review by Sinclair Noe for 11-29-2018

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Financial Review

Thus Spake Powell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed Chief Powell says rates are just below neutral. Stocks big rally. JOLTS shows quits improve. 3Q GDP unchanged at 3.5%. Investors lose faith in market cycle. Financial Review by Sinclair Noe for 11-28-2018

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Financial Review

Can’t Confirm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS— Waiting on G20. Meanwhile, the budget marches into a wall. S&P/Case-Shiller shows home prices flattening. Consumer confidence slips. Clarida speaks; tomorrow Powell speaks. Administration threatens GM. Financial Review by Sinclair Noe for 11-27-2018

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Financial Review

Shoppers Reign

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Holiday shopping is strong. GM closing plants, firing workers. Microsoft passes Apple. Climate report released Friday tries to buy the bad news. Financial Review by Sinclair Noe for 11-26-2018

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Financial Review

In Need of Pie

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-21-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble into holiday. Economic data dump: existing home sales, housing starts tick up, consumer sentiment falls, durable goods orders sink, LEI ticks up. Oil bounces. Wrapping up USMCA. Financial Review by Sinclair Noe for 11-21-2018

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Financial Review

Carnage Continued

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks down again. FAANG turn bearish. Chips turn bearish. Oil takes another hit. Some troops home for turkey. Don’t expect a China-US trade deal soon. Home ownership up. Romaine lettuce recall. Financial Review by Sinclair Noe for 11-20-2018

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Financial Review

Toxic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop again. FAANG stocks are all bearish. US-China-G20 = low expectations. NAFTA no done yet. Iran defies sanctions. Homebuilder confidence drops. Nissan Chairman Ghosn gone. Lessons from HQ2. The word. Financial Review by Sinclair Noe for 11-19-2018

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Financial Review

Not Yet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Down week for stocks. Brexit is complete chaos. No deal with China. Fed’s Clarida can see neutral. Florida’s hand recount. Floridians re-enfranchised. Acosta gets a pass. Pfizer hikes drug prices. Financial Review by Sinclair Noe for 11-16-2018

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Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

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Financial Review

Inflation, Apple, Brexit

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…CPI inflation gauge jumps. Apple for the bear. PM May has a Brexit deal nobody likes. PG&E’s fire problem. Wells Fargo has a puffery problem. Financial Review  by Sinclair Noe for 11-14-2018

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Financial Review

Down Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stumble again. Oil bear. Amazon picks 2 for HQ2. Possible Brexit deal. Cabinet shakeup. Still counting votes. AZ turns blue(-ish). Financial Review by Sinclair Noe for 11-13-2018

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Financial Review

Melting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Another crash day. Oil down 11 straight.  Goldman’s 1MDB problem. Apple sales slowdown. GE under $8. Singles Day. Merger Monday. VW will go electric and it will be cheaper than Tesla. Bad Paris vacation. Reservists on the border. Still counting votes. Financial Review by Sinclair Noe for 11-12-2018

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Financial Review

The Beatings Continue

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks down for the day, up for the week. Oil drops for 10th straight session. Producer prices pop. Court blocks Keystone XL. Changes in asylum. Fighting reporters. Waiting on election results. Financial Review by Sinclair Noe for 11-09-2018

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Financial Review

Hangover

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-08-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed stands pat on rates. Oil enters bear market. Court rules DACA must continue. Mass shootings as a health issue. Earnings season: Disney, Roku, TripAdvisor and Hertz. Ford and VW talk alliance. Sears closing more stores. Financial Review by Sinclair Noe for 11-08-2018

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Financial Review

Still Counting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Elections split down the middle. Dems take the House. GOP holds the Senate. Jeff Sessions fired. Financial Review by Sinclair Noe for 11-07-2018

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Financial Review

Not a Drill

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Election Day, finally. JOLTS, a job for everybody. The cost of tariffs. Sanctions on Iran. Financial Review by Sinclair Noe for 11-06-2018

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Financial Review

Countdown

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Waiting for the election. Iran sanctions in effect. Talk about talking with China. Net neutrality. Lowe’s closing stores. Amazon might have 2 new HQs. FedEx to hike rates. Financial Review by Sinclair Noe for 11-05-2018

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