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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Financial Review

Remember

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce; tech and energy up. Trade concerns linger. Ray Dalio in the 7th inning of the buildup to WW3. GDP forecast slump. Deficit grows. Job openings climb. Here comes Flo. Financial Review by Sinclair Noe for 09-11-2018

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Financial Review

Storm Warning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns. Ford Active elsewhere. GDP and unemployment rate fact check. Consumer borrowing ticks up. California will go 100% green. Florence warning. Financial Review by Sinclair Noe for 09-10-2018

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Financial Review

August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…201,000 new jobs in August. 3.9% unemployment rate. Wages up to 2.9% annualized, but just keeping pace with inflation. Tariff threats. Financial Review by Sinclair Noe for 09-07-2018

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Financial Review

Steal This Memo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSAnthony Nieves, chair of the Institute for Supply Management Non-Manufacturing Business Survey Committee. August NMI up 2.8 percentage points to 58.5%

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Financial Review

Opinions Anon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Twitter and Facebook go to Washington. Google not so much. NYT Op-Ed cites inside resistance. Trade deficit jumps. NAFTA talk, talk. Kyl steps in for McCain. Theranos bleeds out. Financial Review by Sinclair Noe for 09-05-2018

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Financial Review

Slipping into September

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns weigh. Manufacturing sings. Avoiding a shutdown. Tax Reform 2.0 on hold. Emerging markets wobble. Amazon $1T. Nike does it. Kyl replaces McCain. Financial Review by Sinclair Noe for 09-04-2018

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Financial Review

Timothy Fiore – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIMOTHY_FIORE-SEG_2-09-04-2018.mp3Podcast: Play in new window | Download (Duration: 7:09 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSTimothy Fiore, Chair of the Institute for Supply Management Manufacturing Business Survey Committee. August PMI increases 3.2 percentage points to 61.3%

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