Financial Review

Makes You Want to Holler

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump’s budget; big bucks for defense; big cuts for everything else. Travel ban blocked, again. No wiretaps existed. Dutch go for Rutte. BOJ and BOE hold rates steady. JOLTS shows most quits since 2001. Homebuilding jumps. AZ minimum wage stands. Russians indicted in Yahoo hack. Amazon delivers booze. Financial Review by Sinclair Noe for 03-16-2017

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Financial Review

The Wisdom of Solomon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Eurozone grows. BOJ stands pat. FOMC meets. Home sales up. Consumer confidence down. Deutsche Bank launders money. Apple beats, beats, beats. Exxon’s big impairment – not worth it to pull it out of the ground. Trump meets drugmakers. Tom Price did get a discount. OneWest did engage in robo-signings. Trump fires Yates. Trump names next justice. Hoping for Solomon. Financial Review by Sinclair Noe for 01-31-2017

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..CPI shows inflation. Jobless claims plummet. AZ unemployment dips. Yellen says rate hike relatively soon. The Minneapolis Plan to avoid another bank bailout and break up the big banks (that’s a bonus). Abe in search of a transition team. Tesla-Solar City – done deal. SpaceX satellite plan. Citi Australia goes cashless. JPMorgan’s Chinese bribe. Wells Fargo loses customers. Valeant-Philidor execs arrested. Ford in India. Financial Review by Sinclair Noe for 11-17-2016

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Financial Review

Break Down

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stock break support. Fed starts FOMC meeting. BOJ holds steady below zero. ISM manufacturing up. Obamacare open enrollment starts. Construction spending drops. Corelogic home price index up. Cars sales down in October. Gas pipeline blowout in Alabama. Oil drops. Shell makes more than Exxon. Freddie Mac pays off. Valeant under investigation but they can still sell their assets. Financial Review by Sinclair Noe for 11-01-2016

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Financial Review

Waiting on the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed decision due Wednesday. BOJ may steal their thunder. Global debt grows. Passporting rights at risk in a hard Brexit. An oil deal in the works? Home builder confidence grows. Sarepta has a drug for Duchenne MD. Salesforce introduces A.I. Hanjin docks. Financial Review by Sinclair Noe for 09-19-2016

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Financial Review

Groovin

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P record. GDP slumps. BOJ passes and preps for helicopter money. Eurobanks graded on a curve. Earnings good for tech and bad for oil. This ABInBev-SABMiller Bud’s for you. Financial Review by Sinclair Noe for 07-29-2016

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Financial Review

Wound Tight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets in tight trading range but tomorrow will be an interesting day. Oil slips again. Oracle reaches for the cloud with NetSuite. Alphabet (Google) crushes earnings. Amazon posts profits. Ford stalls out. Homeownership at lowest level in 50 years. Financial Review by Sinclair Noe for 07-28-2016

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Financial Review

Heating Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWall Street rebounds. Global central banks on hold for Brexit. CPI inches higher. Jobless claims inch higher. AZ unemployment rate jumps up. Disneyland Shanghai. VW goes electric. SpaceX falls hard. Microsoft goes to pot. Financial Review by Sinclair Noe for 06-16-2016

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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

Sub Zero

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-29-2016 DOW + 396 = 16,466 SPX + 46 = 1940 NAS + 107 = 4613 10 Y  – .05 = 1.93% OIL + .46 = 33.68 GOLD + 2.80 = 1118.80 SILV + .02 = 14.34   It’s Friday and also the last trading day of the month. For the week, the Dow gained 2.3%, the S&P added 1.7% and the Nasdaq increased 0.5%. That left the Dow down 5.5% for the month, or a loss of 959 points. The Nasdaq lost 7.9%, or 394 points in January, its largest monthly loss since May 2010. The S&P was down 103 points, or 5%, although at one point last week the S&P was down 11% since the start of the year. An index of US Treasury bonds returned 1.8% for January, which has been the best month of the year for bonds, at least over the past few years. The yield on the 10 year note dropped 24 basis points for the month. Gold and silver shared the safe haven spotlight with Treasuries. Gold gain $58.60, or 6% for the month. Silver added 53-cents or 3.8%, year-to-date. The dollar has gained just over 1% year-to-date, but is still below November highs. Even with today’s gain, oil closed out the month of January with a loss of $3.37 or 9%.     The U.S. economy expanded at a slower …

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