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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Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks trade in very narrow range. CPI at 2.1%; the rent’s too high. The Fed talks rate increase. Beige Book optimism. BIS says QE doesn’t help Main Street – duh. HSBC, Paris. JPMorgan targeted minorities and women – 2 suits. American Airlines launches Sub-Cattle Class. Essilor buys Luxottica. Target misses. Navient bad news for student loans. Bookies on the inaugural speech. 2016 the hottest year ever, again. Financial Review by Sinclair Noe for 01-18-20017

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Financial Review

November Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A November to remember as stocks hit records and bonds bleed. OPEC agrees to production cuts – oil soars. ADP says 216k new jobs. Consumer spending rose, inflation not so much. Beige Book confirms Fed rate hike. Mnuchin and Ross picked for Treasury and Commerce. Carrier keeps half of workers in Indiana. Lucid has big plans for Casa Grande. Financial Review by Sinclair Noe for 11-30-2016.

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Financial Review

From Beige to Blue

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Beige Book moderately optimistic, except Houston. Building starts down, mainly apartments. Saudi Arabia issues debt. China’s 3Q GDP 6.7%, again. Earnings: Intel beats but forecast misses, Morgan Stanley beats, Yahoo beats, Halliburton posts a penny, Amex misses Costco. Google all-time high. New Macs? Don’t pay for delayed luggage. Americans work more. Arizona turning blue. Financial Review by Sinclair Noe for 10-19-2016

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Financial Review

Sleepwalking Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks hit highs. More job openings. Beige remains modest. Fed still jawbones. Apple Event Day, whoopee. Hanjin dead to irons. Ackman’s big burrito. Apache’s big find. Mylan’s big price gouge bites back. HSBC violates parole. Goldman’s political games. Financial Review by Sinclair Noe for 09-07-2016

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