Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US stock markets closed to honor George H.W. Bush. They needed a break. Beige Book shows solid economy with a few headwinds. Friday Jobs report. OPEC meets tomorrow. Financial Review by Sinclair Noe for 12-05-2018

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Financial Review

2018 Gains Gone

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stock crash again. Stocks suffer when faced with trade wars, rising interest rates. Beige Book points to another rate hike. New home sales plummet. Earnings news: TSLA, MSFT, V, AMD, F, T. Financial Review by Sinclair Noe for 10-24-2018

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Financial Review

Before the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks trade in range. Apple’s big yawn. Beige book slightly dovish, but hawks will rule the FOMC. PPI slips. Middle class claws back to 1999. Businesses fight tariffs. Dimon is not running (wink, wink). Flo in the wings. Financial Review by Sinclair Noe for 09-12-2018

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Financial Review

Got It

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 12.1MB)Subscribe: Apple Podcasts | Android | RSS…Stocks drift higher. Beige Book shows steady growth and tariff worries. Berkshire buyback. Trump on Russia: they didn’t do it, they did it, they aren’t continuing to do it. Pizza and burgers. EU fines Google. Amazon Prime smash hit. Morgan Stanley beats. Financial Review by Sinclair Noe for 07-18-2018

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Financial Review

Stay Calm and Reboot

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound. Italy, meh. China prepares retaliation. EU gets no tariff breaks, retaliation expected. Beige Book shows moderate growth, not much inflation. Fed eases up on Volcker Rule. Tax cuts are not providing much boost. Stay calm and reboot. Side effects of Ambien. Financial Review by Sinclair Noe for 05-29-2018

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Financial Review

Market Drift

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-18-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Oil jumps on draw downs. $3 a gallon soon. Morgan Stanley delivers but fails to wow. Beige Book concerns on tariffs. Amazon 100 million Prime. Puerto Rico blackout, again. Financial Review by Sinclair Noe for 04-18-2018

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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

26K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stock indices hit records. Dow 26k. Beige Book hints at inflation. Goldman trading slips. BofA better than expected. A mysterious “single client”. Apple brings cash home. Bitcoin breaks $10,000. Financial Review by Sinclair Noe for 01-17-2018

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Financial Review

Solid 23K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P and Nasdaq. Senate closer to reconciliation. Mnuchin Rule is shot. Bipartisan ACA fix is killed. Earnings season. Rio Tinto fraud. Beige Book remains moderate and modest. Financial Review by Sinclair Noe for 10-18-2017

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Financial Review

Carry On

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks bounce back. A 3 month deal on debt ceiling. Highest taxes? Nope. Fischer resigns from Fed. Beige Book moderation. Trade deficit up. Service sector solid. Irma on the way. Closing the Gap. RH bounce. Intel win. New Leaf. Financial Review by Sinclair Noe for 09-06-2017

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