Financial Review

Go Placidly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-S_EG_1-05-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce today but down for the week amid the noise and hast. Oil tops $50. Brazil’s faces more corruption problems. AT&T weekend strike. Fiat-Chrysler and VW work on diesel scam fix. Student loan debt collection wasted. Americans don’t have a cash cushion. We know where the money is hiding.   Financial Review by Sinclair Noe for 05-19-2017

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Financial Review

Oh Canada

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high; 17 years to cross 6,000. Earnings drive the market: McDonald’s, Caterpillar, Coca-Cola, AT&T, 3M, Chipotle. Panera delivers. Wells and Citi face angry shareholders. Trade war with Canada over lumber. Mexican tuna is safe. Judge blocks sanctuary city order. Consumer confidence dips. New and existing home sales rise. Financial Review by Sinclair Noe for 04-25-2017

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Financial Review

Call It Neutral

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed moves to sustainability mode. Earnings season sighted. Wells Fargo still too stupid after 113-page report. Libor audio tapes implicate the Bank of England. Barclays CEO targets whistleblower. Swift-Knight. AT&T pays for 5G. And Gorsuch makes 9. Toyota’s All-American car plant. Tesla tops GM. Financial Review by Sinclair Noe for 04-10-2017

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Financial Review

Returns Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..ISM services at 12 month high. ADP private jobs 153k. Dissent between Fed staff economists and policymakers. Midnight rules. Trump Tweets Toyota. There’s an app for that. Gasolinoza flares in Mexico. CES Day 2. Craftsman sold. National Returns Day. Credit bureaus fined. Big corporate defaults on the rise. AI coming for jobs. Financial Review by Sinclair Noe for 01-05-2017

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Financial Review

A Date That Will Live in Infamy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P 500, Russell 2000, and Dow Transports hit record highs. AT&T and Time Warner go to Washington. Trump Person of the Year. Pfizer jacks prices in UK. Banks fined for rigging Euribor. Italian banks on the verge of bailout. Restaurant traffic in the dumpster. December 7, 1941. Financial Review by Sinclair Noe for 12-07-2016

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..AT&T-Time Warner; TD Ameritrade-Scottrade; Rockwell Collins-BE Aerospace; HNA Group-Hilton Worldwide/Blackstone; Genworth-China Oceanwide Holdings; American Midstream-JP Energy. Whew! Visa beats. T-Mobile beats. Busy week for earnings, including the A+ list (Apple, Alphabet, Amazon) plus car companies (new and old). Goldman cuts outlook for S&P earnings. Support holds for now. Financial Review by Sinclair Noe for 10-24-2016

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Financial Review

Wallonia World

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street up for the week. Gas cost more than a year ago. Big Tobacco gets bigger. Earnings: McDonalds, GE, Honeywell, etc. Fake Apples. Internet attack. Wallonia? Financial Review by Sinclair Noe for 10-21-2016

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Financial Review

Nasty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Jobless claims up. Existing home sales up. Housing market in a sweet spot. AZ unemployment drops to 5.5%. ECB stands pat. Wells Fargo criminal investigation for I.D. theft. WFC had targets. A new WSJ? Qualcomm/NXP? AT&T/Time Warner? Earnings news: Microsoft all-time high. We stopped eating donuts for the election. Nasty stuff. Financial Review by Sinclair Noe for 10-20-2016.

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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

Dog Day Advance

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 08-17-2015 DOW + 67 = 17,545 SPX + 10 = 2102 NAS + 43 = 5091 10 YR YLD – .05 = 2.15% OIL – .62 = 41.88 GOLD + 3.70 = 1118.40 SILV + .07 = 15.42   A reading of New York-area manufacturing conditions fell in August. The Empire State general business conditions index nose-dived to a reading of negative 14.9, from positive 3.9 in July, marking the worst level since April 2009.   The National Association of Home Builders/Wells Fargo housing market index rose 1 point to 61, marking the highest level since Nov. 2005. Any reading above 50 indicates “good” conditions. NAHB says the report is consistent with their forecast for a gradual strengthening of the single-family housing sector in 2015.   Japan’s economy contracted in Q2 as overseas demand for Japanese goods slumped and households spent less, raising the possibility the government will act to support the country’s weak recovery. GDP shrank 1.6% on an annualized basis in the April-June quarter.   The yuan started the week on stable footing after the People’s Bank of China set the currency’s daily reference rate at 6.39 per dollar – in line with Friday’s close. The move signals Beijing is willing to cede more control to market forces, following last week’s record devaluation that saw the currency plunge 3.6%. Shanghai +0.7%. Shenzhen +1%.   Rounding up support for Greece’s fresh aid package, German …

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