Financial Review

Tariff Troubles

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…China responds to US tariffs. Markets tumble, then recover, for now. Tariff losers and losers. Implications for global markets and central banks. Troops sent to the border. Nafta wiggle. Facebook breach grows. Financial Review by Sinclair Noe for 04-04-2018

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Financial Review

Tariffs and Trade Wars

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-22-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Trump calls for tariffs on China. Chaos and selling ensues. House passes budget bill – nobody knows what is in it. Financial Review by Sinclair Noe for 03-22-2018

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Financial Review

Down Day Actually

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks actually dropped. 10-year note hit 2.60%; China balks on buys. Import prices inch higher. Korean talks. Offshore oil drilling (not quite) plan. DACA delayed. NAFTA collapsing? Tapping home equity. Goodbye cashiers. Kadakcoin. Financial Review by Sinclair Noe for 01-10-2018

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Financial Review

The Accord

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump expected to pull US out of Paris accord on climate change. Financial Review by Sinclair Noe for 05-31-2017

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Financial Review

Settling a Score

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed minutes point to June rate hike and slowly shrinking balance sheet. CBO scores AHCA and it is ugly. Trump and Pope Francis. Previously owned home sales sputter. China’s credit rating cut. Brazil ablaze. Fiat Chrysler pulls a VW. Facebook buying news.   Financial Review by Sinclair Noe for 05-24-2017

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Financial Review

Spring Break

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Xi in Florida. Syrian options. Senate goes nuclear for Gorsuch. Devin Nunes recused. Glass-Steagall reconsidered. Kashkari calls out Dimon. States downgraded. CMBX, a short trade crowded. Taser-AAXN Financial Review by Sinclair Noe for 04-06-2017

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Financial Review

Suicide is Painless

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Eight years since S&P 666. North Korea acting badly and bad actors accommodate. Trump signs immigration ban, again. Cancel the reservations. GM sells Opel to Peugeot. Deutsche Bank scraping together cash. Standard-Aberdeen? Wells Fargo under further investigation. Greek austerity fails, again. Did Uber steal from Alphabet? Oh, Snap! TG Therapeutic doubles. Bird flu, again. Arizona minimum wage challenge, again. Financial Review by Sinclair Noe for 03-06-2017

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Financial Review

Again and Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Walmart beats; Amazon counterpunches. Macy’s slips and sells RE. Home Depot beats and buys back. Verizon will buy Yahoo with a cut. Burger King buys Popeyes. Kraft won’t buy Unilever. Sprint-TMobile. International money transfers – there’s an app. Eurozone biz activity best in 6 years. HSBC tanks. BHP profit. China stops buying coal from North Korea. Waiting on the Fed. Oil prices move higher, as OPEC cuts production but US demand drops. Trump starts deportations. Financial Review by Sinclair Noe for 02-21-2017

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Financial Review

Split

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high close. Dollar gains. Greece on the edge of… China’s reserve slip. US trade deficit grows. US consumer credit inches up. CoreLogic home price index jumps. JOLT survey – openings flat, quits down. Betsy Devos confirmed. Army goes ahead with Dakota Access Pipeline. A gift for big oil. 9th Circuit hears arguments for travel ban. Oil prices down. GM workers finally catch a break. Apple number one in phone sales. Financial Review by Sinclair Noe for 02-07-2017

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Financial Review

Pendulums Swing Wide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 03-07-2016 DOW + 67 = 17,073 SPX + 1 = 2001 NAS – 8 = 4708 10 Y + .02 = 1.90% OIL + 1.99 = 37.91 GOLD + 7.90 = 1268.00   The U.S. stock market posted its third consecutive weekly gains last week, following an impressive jobs report on Friday. Stocks pulled out small gains today, for the fifth consecutive session. The S&P 500 has now gained in 11 out of 16 sessions since its Feb. 11 low, and closed last week above its 100-day moving average for first time in 2016.   The Federal Reserve FOMC meets next week to determine monetary policy and the battle lines are being drawn. Fed Governor Lael Brainard, who has emerged as a leader of the Fed’s dovish faction, argued for “patience” in raising interest rates. Fed Vice-Chair Stanley Fischer, who has consistently sounded more hawkish than many of his colleagues, warned that inflation is showing signs of accelerating; which would indicate his preference for raising rates. Adding to the mixed signals, the European Central Bank meets this week and is widely expected to expand its stimulus measures, which likely means they go more negative. The big questions being how big and in what form? And that would just make a Fed rate hike all the more awkward.   Negative rates have been spreading through important sectors of high …

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