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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