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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Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

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Financial Review

Records Across the Board

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P and Nasdaq close at record highs. ISM manufacturing ticks up. Construction spending down. ADP private jobs strong. Fed Beige Book points to tight labor market. Trump pulls out of Paris Accord. Illinois cut.   Financial Review by Sinclair Noe for 06-01-2017

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Financial Review

Inside Bank Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Energy prices slip. Stocks weak. Beige Book sees problems with tight labor. Fed policymakers on gradual path to raise rates and trim balance sheet. Earnings season. Morgan Stanley beats Goldman. eBay can’t beat Amazon. Qualcomm bogged down by litigation. AmEx after Costco. Blackrock rules ETFs. Understanding bank earnings. Financial Review by Sinclair Noe for 04-19-2017

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Financial Review

21K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..New record highs. Dow tops 21k. Short squeeze? Trump spake. Fed Beige Book is modest to moderate. PCE closes in on 2%. ISM manufacturing jumps. YouTube TV will destroy cable – resistance is futile. Fidelity goes low. Best Buy bested. Wells Fargo soft pedaled bogus accounts. JPMorgan can’t lose. Financial Review by Sinclair Noe for 03-01-2017

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