Financial Review

Timothy Fiore – Institute for Supply Management

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIM_FIORE-05-01-2018.mp3Podcast: Play in new window | Download (Duration: 4:30 — 2.6MB)Subscribe: Apple Podcasts | Android | RSSWe talk with Timothy Fiore, Chair of the Institute for Supply Management Manufacturing Business Survey Committee. The April PMI at 57.3%, down 2 percentage points from March.

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Financial Review

April Goes Out Like a Lamb

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drop. April stock indices post small gains. Sprint and T-Mobile announce merger, maybe. Crude oil near 4-year high. PCE inflation hits 2% target. Budget deficit climbs. AZ teacher walkout continues. Financial Review by Sinclair Noe for 04-30-2018

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Financial Review

Not Enough to Rally

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flounder for the week, the month, the year. Sell in May? 1Q GDP at 2.3%; consumers cut back, business picked up slack. Exxon earnings miss. Chevron beat. US Steel clobbered. AZ teacher strike Day 2. Financial Review by Sinclair Noe for 04-27-2018

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Financial Review

Tech Resilience

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings dominate trading. Amazon with a blowout. Microsoft beats. Intel wins with cloud chips. Starbucks struggles. Tariffs still a concern. Wells Fargo, again, GDP report tomorrow. AZ teachers strike. Financial Review by Sinclair Noe for 04-26-2018

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Financial Review

Earnings Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…10-yr. yield holds above 3%. Earnings season in full bloom: Boeing, Facebook, AMD, Qualcomm, Ford, Chipotle, AT&T, Comcast, and more. Financial Review by Sinclair Noe for 04-25-2018

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Financial Review

3%

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Ten-year Treasury note tops 3%. Stocks fall. Earnings disappoint. Cat sees problems with tariffs hitting pricing.  FANGs give up market cap. Apple down on weak demand. 3M can’t stick. Home prices up faster than wages. Financial Review by Sinclair Noe for 04-24-2018

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Financial Review

Closing in on 3%

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Bond prices fall. Fed may have 4 hikes in 2018. Existing home sales pick up in March. Job openings but no raises. Alphabet beats big. Financial Review by Sinclair Noe for 04-23-2018

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Financial Review

The 420 Break

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks dip ahead of a big earnings week. Wells Fargo’s $1 billion fine. Payday lenders skate. AZ teachers strike. Students walk out of class for gun reform. The 420 break. Financial Review by Sinclair Noe for 04-20-2018

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Financial Review

Peter Cohan – Startup Cities

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/PETER_COHAN-04-20-2018.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe talks with Peter Cohan, author of “Startup Cities: Why Only a Few Cities Dominate the Global Startup Scene and What the Rest Should Do About It”

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Financial Review

Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks end lower. Bonds down, 10-yr yield tops 2.9%. Commodities rise. Bidding war for Shire. LEI inches higher. Retail sales up. AZ unemployment rate flat. Wells Fargo v. teachers. Cuba, not Castro. Financial Review by Sinclair Noe for 04-19-2018

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