Financial Review

Up and Down

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Housing starts down. Manufacturing production drops. Confidence in the economy sputters. Trump goes after H-1B visas. May calls snap elections for UK. BofA best big bank earnings. Goldman flops. J&J disappoints. IBM revenue declines, again. Facebook wants to augment reality. Theranos must pay in Arizona. Financial Review by Sinclair Noe for 04-18-2017

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Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

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Financial Review

Earnings Reporting Season Kicks Off

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..JPM, WFC, and C all report. Producer prices flat, but up for the year. Consumer sentiment to 17 year high. Oil inventories increased. Iron Ore free fall. Electricity use is in long-term downtrend. Canada goes to pot. Financial Review by Sinclair Noe for 04-13-2017

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Financial Review

Believe Me

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSSChina not a currency manipulator. Yellen is pretty good. Strong dollar bad. NATO not obsolete. Ex-Im is okay. Import prices dropped. Budget deficit jumped. Earnings season kicks off tomorrow. Buffett bails on Wells. Brazilian politics are even crazier. Fewer Americans own homes. United fallout. St. Louis sues Rams. Financial Review by Sinclair Noe for 04-12-2017

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Financial Review

Business as Usual

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS  …..Fewer quits. Small biz optimism fades. Oil glut continues. Grain glut continues. New York offers free tuition and details. Retail death spiral. Fly the friendly skies of United. More on the Wells Fargo report. Financial Review by Sinclair Noe for 04-11-2017

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Financial Review

Call It Neutral

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed moves to sustainability mode. Earnings season sighted. Wells Fargo still too stupid after 113-page report. Libor audio tapes implicate the Bank of England. Barclays CEO targets whistleblower. Swift-Knight. AT&T pays for 5G. And Gorsuch makes 9. Toyota’s All-American car plant. Tesla tops GM. Financial Review by Sinclair Noe for 04-10-2017

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Financial Review

March Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS  …..98,000 jobs added in March – missing expectations. Unemployment rate drops to 4.5%. Financial Review by Sinclair Noe for 04-07-2017

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Financial Review

Spring Break

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Xi in Florida. Syrian options. Senate goes nuclear for Gorsuch. Devin Nunes recused. Glass-Steagall reconsidered. Kashkari calls out Dimon. States downgraded. CMBX, a short trade crowded. Taser-AAXN Financial Review by Sinclair Noe for 04-06-2017

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interview Anthony Nieves, Chair of the Institute for Supply Management Non-Manufacturing Business Survey Committee. March NMI at 55.2%, down 2.4 from February.

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Financial Review

Jitters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..ADP jobs up big. ISM services down but growing. FOMC Minutes point to unwinding balance sheet and overvalued markets. Tax reform uncertainty. Xi-Trump-North Korea-Syria. JAB buys Panera and rules a coffee empire. Mortgages bigger than ever. AZ forfeiture law. Financial Review by Sinclair Noe for 04-05-2017

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