Financial Review

Table Scraps

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..ISM pops. ADP private jobs slip. Trade deficit inches up. Happy holiday sales forecast. IMF warns global banking system is too weak to recover. Paris Climate Accord ratified. Hurricane Matthew moves to US coast. ECB to taper. SCOTUS on insider trading. Fidelity’s conflict of interest. Sears sells the tools. Google goes for hardware with an AI assist. Financial Review by Sinclair Noe for 10-05-2016

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Financial Review

Dilma’s Demise

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-31-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWall Street slips in August. ADP private jobs up 177k. Pending home sales up 1.3%. No inflation in Eurozone. Trump in Mexico. Brazil impeaches Dilma. Fly to Cuba. La Junta takes over Puerto Rico. SWIFT hack. Monsanto whistleblower. ITT down for the count. Ghost ships. Financial Review by Sinclair Noe for 08-31-2016

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Financial Review

Chugging Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSISM services down but still growing. ADP jobs solid at 179k. Lockhart hints at hikes, blah, blah. Gross and Gundlach go all Chicken Little. Bank of England cuts tomorrow. Mortgage rates are low; nobody cares. Bitcoin heist. Wal-Mart buying Jet.com – poof. Time Warner encourages cord cutters. The Olympics have started. Financial Review by Sinclair Noe for 08-03-2016

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Financial Review

Super Low

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSBond yields hit all-time low. Mortgage activity jumps. Banks clobbered this year. Italian banks duramente colpite, with no bailouts allowed. Danone buys WhiteWave. Avast buys AVG. If you buy anything at Wendy’s, use cash. Boeing pays late. Flights to Cuba or London. And a faster way through TSA? Financial Review by Sinclair Noe for 07-07-2016

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Financial Review

Wide-Ranging

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P 2100. ECB 0%. OPEC no change. American death rate up. CFPB cracks down on payday usury. Wide-ranging billionaires. The rise of the drones. And patents galore. Financial Review by Sinclair Noe for 06-02-2016

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Financial Review

Earnings Gimmicks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-04-2016.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSEconomic data, ADP jobs down, productivity drops, ISM holds steady, plus earnings are a confusing mess. Financial Review by Sinclair Noe for 05-04-2016

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Financial Review

The Yellen Rally

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarket hits new high on Yellen rally. Ask a bot about it.

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Financial Review

Moderate to Mixed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 03-02-2016   DOW + 34 = 16,899 SPX + 8 = 1986 NAS + 13 = 4703 10 Y + .01 = 1.85 OIL + .40 = 34.80 GOLD + 7.80 = 1240.50   Today the equity markets were regaining their footing after a big move yesterday. Treasury yields rose as job market data reinforced the view that the Federal Reserve will raise interest rates later this year. Crude fell below $35 a barrel after earlier hitting a two-month high. Government data showed inventories rose by 10.4 million barrels to 518 million in the week to Feb. 26, almost triple the 3.6 million-barrel increase expected by analysts. Asian stocks rose overnight to a two-month high with Japan’s and China’s main indexes both up more than 4 percent.   The European Central Bank will review its stimulus next week against a background of heightened economic risks and weaker-than-expected inflation. ECB President Mario Draghi sent a letter to European lawmakers underlining the bank’s readiness to use all its tools to drive up prices. The Eurozone slid back into deflation in February, driving the ECB further from its inflation target of just below 2%.   Moody’s Investors Service has lowered the outlook on China’s credit rating from stable to negative. Moody’s writes: “Without credible and efficient reforms, China’s GDP growth would slow more markedly as a high debt burden dampens business investment.” Moody’s current …

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Financial Review

Most Powerful Might Not Be Enough

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 02-03-2016 DOW + 183 = 16,336 SPX + 9 = 1912 NAS – 12 = 4504 10 Y + .02 = 1.88% OIL + 2.41 = 32.29 GOLD + 13.20 = 1143.20     Activity in the services sector slowed to a near two-year low in January. The Institute for Supply Management (ISM) said its index of non-manufacturing activity fell to 53.5 last month, the lowest level since February 2014, from 55.8 in December. A reading above 50 indicates expansion in the service sector. Service industries reported growth in new orders continued to slow, with export orders contracting last month.   Private-sector employment gains increased in January but at a slower pace than in the prior month. Employers added 205,000 jobs in January, according to Automatic Data Processing Inc. ADP tweaked December’s gain to 267,000 from a prior estimate of 257,000. The ADP report is used as an early predictor of the government’s monthly jobs report, due out Friday morning.   The Fed’s adding a new twist to its severely adverse scenario in this year’s stress test – asking lenders how they would handle a prolonged period of rates below zero. Ninety-day bill rates slipped below 0% a number of times over the past few years, but never stayed there for very long. Negative rates, of course, are breaking out all over Europe, and the Bank of Japan last week …

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Financial Review

Bon Appetit

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-06-2016 DOW – 252 = 16,906 SPX – 26 = 1990 NAS – 55 = 4835 10 Y – .07 =  2.18% OIL – 1.98 = 33.99 GOLD + 16.30 = 1094.80   Sometimes the world can be a messy place. Global markets get discombobulated. That has been the case in the first few trading days of the year. Saudi Arabia and Iran are about as friendly as cats and dogs, China’s economic growth is grinding slower, and then, in left field, North Korea drops a bomb, or at least tests a bomb, maybe.   North Korea announced that scientists had successfully detonated a hydrogen bomb. The U.S. Geological Survey reported that a magnitude 5.1 earthquake was triggered near North Korea’s nuclear test site in the northeast of the country, but could not confirm that it was related to an H-bomb test.   China’s central bank set the yuan’s reference rate at an unexpectedly weak level, a reminder of the shock depreciation in August that sparked a wave of financial-market turmoil. Chinese media said that last summer’s selling ban on major shareholders would remain in place until the government publishes new rules on such sales.  The Shanghai Composite Index jumped 2.3 percent. Emerging-market stocks dropped to a six-year low and developing-nation currencies declined versus the dollar, while shares in Europe resumed losses after closing higher on Tuesday. Investors are …

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