Financial Review

Uncertainty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:01 — 11.9MB)Subscribe: Apple Podcasts | Android | RSS…Stocks finished mixed – up for the week – down for the month and year. A look at 2018 market movers. Financial Review by Sinclair Noe for 12-28-2018

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Financial Review

Don’t Blink

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:10 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks stage a last hour rally. Why have stocks been dropping in a strong economy? What was behind today’s rally into the close. Consumer confidence slips. Techs mixed. Financial Review by Sinclair Noe for 12-27-2018

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Financial Review

Put

Put? Where is the put? It appears the Fed put is kaput.

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Financial Review

November Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Economy adds 155,000 jobs in November. Unemployment rate unchanged at 3.7%. U6 jumps to 7.6%. slightly weak report but not enough to change Fed. Financial Review by Sinclair Noe for 12-07-2018

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-12-06-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSAnthony Nieves, Chair of the Institute for Supply Management (ISM) Non-manufacturing Business Survey Committee. The Institute for Supply Management (ISM) said its non-manufacturing activity index rose 0.4 point to a reading of 60.7 last month. A reading above 50 indicates expansion in the sector

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Financial Review

Could’ve Been Worse

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Dow drops 784 points, but trims losses. Oil slides as OPEC meets. US an oil exporter. Huawei exec arrested in Canada – trade tensions spike. Trade deficit jumps. ADP private payroll 179k in November. ISM services sector increases. Stopgap government funding for 2 weeks. Financial Review by Sinclair Noe for 12-06-2018

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Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US stock markets closed to honor George H.W. Bush. They needed a break. Beige Book shows solid economy with a few headwinds. Friday Jobs report. OPEC meets tomorrow. Financial Review by Sinclair Noe for 12-05-2018

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Financial Review

Tariff Man

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash. FAANGs lose a fortune. Banks slammed. China-US trade deal not a real deal, yet. Inversion is here. Quitar (sounds like something Tariff Man would say). Financial Review by Sinclair Noe for 12-04-2018

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Financial Review

Timothy Fiore – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/TIMOTHY_FIORE-SEG_2-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSTimothy Fiore, chair of the Institute for Supply Management Manufacturing Business Survey Committee.

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Financial Review

All About the Face

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stacks rally on the open, then lose steam. US-China agree to cease fire in trade war. Check back in 90 days. OPEC considers production cuts. Yield curve flattens. France burns. Markets close Wednesday to honor Bush. Financial Review by Sinclair Noe for 12-03-2018

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Author Interviews

John Chambers – Connecting the Dots

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/JOHN_CHAMBERS-11-30-2018.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSJohn Chambers (chair emeritus of Cisco), author of “Connecting the Dots: Lessons for Leadership in a Startup World”

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Author Interviews

Peter Phillips – Giants

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/PETER_PHILLIPS-11-23-2018.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: Apple Podcasts | Android | RSSPeter Phillips, author of “Giants – The Global Power Elite”

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Financial Review

November Gains

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks eke out gains for week and month. G20 hopes for and end to trade wars. Trump meets Xi. Putin meets MbS. NAFTA signed but not a done deal. Marriott breach. More Deutsche Bank raids. Financial Review by Sinclair Noe for 11-30-2018

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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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