Financial Review

Take 63

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trade deficit falls. China-US trade talks this week. Infrastructure talk, look for a package in May. Carbon tax and VAT? Repeal pre-existing conditions. Retail sector slide. Fed Prez Jeffrey Lacker resigns. JPMorgan annual letter to shareholders – there is “something wrong” with the country. Financial Review by Sinclair Noe for 04-04-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Manufacturing growing slower. Construction spending increased. Yield curve flattens. SCOTUS nomination may go nuclear. Car sales drop last month, except for Tesla – now bigger than Ford. Household debt climbs back near 2008 peak. Student loans don’t buy what they used to. Financial Review  by Sinclair Noe for 04-03-2017

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Financial Review

Brad Holcomb, ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-04-03-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Brad Holcomb, chair of the ISM Manufacturing Business Survey Committee. The PMI for March dips slightly to 57.2%.  

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Financial Review

1Q in the Can

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..First quarter wrap-up. PCE inflation on the rise – tops Fed target. Consumer spending inches up, but we lost spending power due to inflation. Consumer sentiment very strong. Telecoms bow to consumers over privacy, but net neutrality on the horizon. Airbus and Boeing unveil new planes. SpaceX reuses its rocket. Highways crumble in Atlanta. Financial Review by Sinclair Noe for 03-31-2017

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Author Interviews

Scott Sonenshein

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SCOTT_SONENSHEIN-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 19:48 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interview Scott Sonenshein, author of “Stretch: Unlock the Power of Less -and Achieve More Than You Ever Imagined”

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Financial Review

GDP

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets moving higher, valuations a concern. 4Q GDP revised slightly higher to 2.1%. Forecast calls for a repeat of 2016. Debt and deficit to spiral higher. Fedspeakers and the punchbowl. Oil looking at supply crunch. Drivers looking at higher prices. Financial Review by Sinclair Noe for 03-30-2017

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Financial Review

London Calling

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS  …..UK triggers Article 50; 2 years and ticking to leave the EU; commence damage control. Trio of Fed heads; hints of rate hikes. Pending home sales boom. Lawsuits for the environment; big oil supports climate accord. Obamacare repeal – take 62. Your browsing history will be sold. If money talks, what do credit cards do? Blackrock goes algo. Your next computer might be a Samsung phone. Amazon record high; Bezos #2. Canada goes to pot. Financial Review by Sinclair Noe for 03-29-2017

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Financial Review

Cleaning Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow breaks losing streak. Consumer confidence bumps on labor strength. Goods deficit falls. Case Shiller home sales rise. ACA death by a thousand cuts. Repealing Fair Pay and Safe Workplaces. Coal? Brilliant. Elon Musk’s neural lace. Brexit tomorrow. Financial Review by Sinclair Noe for 03-28-2017

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Financial Review

No Small Feat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..8 days down. Move on to taxes. Kushner swats at reinventing government, after he testifies. Crack down on sanctuary. States’ tax revenue falls. A week of Fedspeak. OPEC considering extending production cuts. Retail sector ugliness. D-Fanged. Bill Gross settles. UPS must pay for cigs. Uber self-driving car crash. Las Vegas Raiders. Financial Review by Sinclair Noe for 03-27-2017

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Author Interviews

David Enrich

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/DAVID_ENRICH-03-24-2017.mp3Podcast: Play in new window | Download (Duration: 19:49 — 11.3MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews David Enrich, author of “The Spider Network: The Wild Story of a Math Genius, a Gang of Backstabbing Bankers, and One of the Greatest Scams in Financial History”

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