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

Diminished Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…State of the Uniom review. Fed FOMC, Yellen’s last. ADP jobs beat. Earnings: Microsoft, Facebook, AT&T, Qualcomm, Boeing. Financial Review by Sinclair Noe for 01-31-2018

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Financial Review

25K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P, Nasdaq, and Russell hit record highs. Intel’s Meltdown and Spectre. Krzanich sells early. Capital One – what’s in your wallet? AG Sessions announces war on the evil weed… Financial Review by Sinclair Noe for 01-04-2018

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Financial Review

Buy Rumor, Sell Fact

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip. Tech bounce. Monetary and fiscal policy and the bond market. Buy the Hake hike rumor and sell the news? Some mistakes in the tax plan. Shutdown? LA burning. Silence breakers. Financial Review by Sinclair Noe for 12-06-2017

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Financial Review

Wipe Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..More records for Dow, S&P and Nasdaq. ISM soars. ADP snores. Trump’s wipe out flushes muni bonds. Catalan gone? Equifax, Richard Smith, Gus, Sam, Rich Uncle Pennybags. Getting Googley. Solar shines. Louis Vitton parody. Financial Review by Sinclair Noe for 10-04-2017

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Financial Review

Some Sunshine

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-30-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Harvey heads north. Oil down, gas up, jet fuel flies. GDP pops to 3%. Buffett: “Harder to find bargains.” Talk to the fridge. FDA approves immunotherapy for fighting cancer. Financial Review by Sinclair Noe for 08-30-2017

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Financial Review

G19

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..G19 summit underway. Deals and tear gas abound. France bond auction stumbles, global bonds tumble. Waiting for the jobs report tomorrow: ADP private sector payrolls weak, initial claims up, ISM service sector growing. Ninth year of the recovery but not for everyone. Education Department sued. QVC-HSN. Berkshire-Oncor. Illinois overrides a veto to reach a budget. Financial Review by Sinclair Noe for 07-06-2017

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Financial Review

Records Across the Board

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq close at record highs. ISM manufacturing ticks up. Construction spending down. ADP private jobs strong. Fed Beige Book points to tight labor market. Trump pulls out of Paris Accord. Illinois cut.   Financial Review by Sinclair Noe for 06-01-2017

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Financial Review

Broken PROMESA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017

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Financial Review

Jitters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..ADP jobs up big. ISM services down but growing. FOMC Minutes point to unwinding balance sheet and overvalued markets. Tax reform uncertainty. Xi-Trump-North Korea-Syria. JAB buys Panera and rules a coffee empire. Mortgages bigger than ever. AZ forfeiture law. Financial Review by Sinclair Noe for 04-05-2017

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