Financial Review

Tariffs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-08-2018.mp3Podcast: Play in new window | Download (Duration: 12:55 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Tariffs signed – 25% steel, 10% aluminum – Canada & Mexico get a reprieve. TPP signed – minus US. Cigna buying Express Scripts. Tomorrow is 9-year anniversary of market bottom – tech has been the leader in the bull market. Financial Review by Sinclair Noe for 03-08-2018

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Financial Review

Trade Tantrums

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Gary Cohn resigns, markets pout. Mexico and Canada might get tariff carve-outs. Beige Book shows growth and (gulp) inflation. BOJ hold pat, sorta. Consumer borrowing slows. Trade deficit jumps. Crypto exchange must register. Financial Review by Sinclair Noe for 03-07-2018

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Financial Review

Auto Pilot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-06-2018.mp3Podcast: Play in new window | Download (Duration: 12:51 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…More tariff idiocy. Factory orders fall. Uber driving trucks with no drivers in Arizona. Blackberry has patents. CVS junky. Off Target. Fresh Royale with Cheese. Washington state challenges net neutrality.   Financial Review by Sinclair Noe for 03-06-2018

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Financial Review

Political Show

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-05-2018.mp3Podcast: Play in new window | Download (Duration: 12:45 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound from bad week. Tariffs as a political show. German and Italian elections. ISM stays strong. 3-month T-bills strong auction. Sorting out crypto plans. Qualcomm v. Broadcom. Financial Review by Sinclair Noe for 03-05-2018

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Financial Review

Anthony Nieves

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-03-05-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe talks with Anthony Nieves, Chair of the Institute for Supply Management Non-Manufacturing Business Survey Committee. February NMI registered 59.5%.

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Financial Review

Easy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Bad week for stocks. A trade war would be good and easy. Not so much. Financial Review by Sinclair Noe for 03-02-2018

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Financial Review

Tariff This

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-01-2018.mp3Podcast: Play in new window | Download (Duration: 11:43 — 6.7MB)Subscribe: Apple Podcasts | Android | RSS…Steel and aluminum tariffs. Fed might gradually hike 4 times. Manufacturing jumps. Construction spending flat. Wells Fargo – they just can’t stop. Financial Review by Sinclair Noe for 03-01-2018

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Financial Review

Timothy Fiore – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIM_FIORE-03-01-2018.mp3Podcast: Play in new window | Download (Duration: 6:27 — 5.9MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe talks with Timothy Fiore, Chair of the Institute for Supply Management Manufacturing Business Survey Committee. The February PMI hits a 14 year high of 60.8%.

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Financial Review

February Sucked

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2018.mp3Podcast: Play in new window | Download (Duration: 10:52 — 6.2MB)Subscribe: Apple Podcasts | Android | RSS….Stocks down to finish a bad month. 4Q GDP revised lower. Pending home sales drop in January. Earnings season still strong. Dick’s Sporting Goods ends AR-15 sales. Spotify’s IPO. Financial Review by Sinclair Noe for 02-28-2018

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Financial Review

Turnaround Tuesday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:43 — 7.3MB)Subscribe: Apple Podcasts | Android | RSS….Stocks fall as Powell is personally bullish. Consumer confidence up. Durable goods down. Case-Shiller home sales up. Infrastructure? Nahh. Comcast wants Sky. Financial Review by Sinclair Noe for 02-27-2018

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