Financial Review

Feb 14, 2019 Links

Feb 14, 2019 Links What we are reading today:

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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: Apple Podcasts | 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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Financial Review

The Wall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks hit the wall. Holiday spending figures. Pending home sales drop. Russian sanctions possible. Lloyd’s considers moving out of London. Barclays fights. Qualcomm fined. Kate Spade wants to sell Kate Spade. Fines for fake news. Can Amazon Echo testify against you? Minimum wage hikes coming soon. Americans spend more on health care than any other country. Expats increasing. Financial Review by Sinclair Noe for 12-28-2016

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Financial Review

Welcome to Earnings Reporting Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Alcoa kicks off earnings reports – batten down the hatches. Hard Brexit will be expensive. Rosneft chief says nyet to oil production cap. Galaxy Note 7 is finished. GE looks for renewables. Bids for Twitter? Bueller? Bueller? FCA has a deal with union. Chicago schools have a deal with union. Theranos sued. Phoenix real estate – good sales, more inventory, fewer foreclosures, fewer cash investors. The downward spiral of the American shopping mall. Financial Review by Sinclair Noe for 10-11-2016

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Financial Review

New Ways to Hail a Taxi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks drift. Oil jumps. Jobless claims drop. AZ bad jobs numbers. Underwater mortgage update. Walmart gets bigger. Earnings confusion. US cancels private prison contracts. Harley emissions scam. Bankers still behaving badly. Autonomous Ubers and driverless flying buses. Seriously. Financial Review by Sinclair Noe for 08-18-2016

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Financial Review

We Can Be Patient

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSOil pops, stocks stall.  Fed waits. Walmart gets techie. Steinhoff gets Sleepy. Vail gets Blackcomb. TIAA gets Everbank. Delta suffers system outages. Appl has a new phone sans headphones. Samsung fights. Financial Review by Sinclair Noe for 08-08-2016

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Financial Review

Close Calls

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-07-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-07-2015 DOW + 122 = 16,912 SPX + 15 = 1995 NAS + 42 = 4791 10 YR YLD + .03 = 2.06% OIL – .47 = 48.06 GOLD – 1.80 = 1146.80 SILV + .17 = 16.15   The S&P 500 closed at its highest level in three weeks. The S&P 500 has been up for 6 out of the past 7 sessions.  The S&P is down 3.09 percent for the year and the Dow is off by 5.11 percent ytd.   Yesterday, oil prices jumped nearly 5% as the American Petroleum Institute reported a 1.2 million barrel decrease in crude stocks last week. The International Energy Agency has said it expects world oil demand to increase by around 1.7 million barrels per day this year, one of the fastest rates for years as consumers respond to much lower fuel prices. The tightening market balance comes as U.S. production starts to decline. This morning, the Energy Information Administration reports global oil demand should increase by its fastest rate in six years in 2016, suggesting a surplus of crude is easing more quickly than expected. The EIA forecasts U.S. oil output will fall to 8.8 million barrels per day from an average of 9.25 million in 2015. But the EIA report also showed U.S. crude inventories rose by 3.1 million barrels in the last week, compared with analysts’ expectations …

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Financial Review

Confidently Waiting

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 09-14-2015   DOW – 62 = 16,370 SPX – 8 = 1953 NAS + 26 = 4822 10 YR YLD un = 2.18% OIL – .49 = 44.14 GOLD – .30 = 1109.40 SILV – .21 = 14.51   The story that will be leading markets throughout this week will be Thursday’s Federal Reserve interest rate decision. While market expectations of an increase in rates have fallen to 28 percent, down from over 50 percent a few weeks ago, economists insist the decision is still too close to call. The Fed has been saying they will hike interest rates; this may be one of the most telegraphed rate hikes in the Fed’s history, but circumstances keep changing. Since the last Fed meeting, oil prices have dropped by 15%, the dollar has strengthened, China has slowed, emerging markets have softened, and there is little to no sign of inflation despite a Fed target of 2%. By the way, we’ll get one more report on inflation Wednesday, with the release of the CPI, or consumer price index. So, there are many reasons why the Fed might not raise rates, but then if they do stand pat, they risk coming across as timid, or worried that the recovery is in trouble. If they hike rates they can give the impression they are confident, and confidence begets confidence. And so some clever folks think …

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