Financial Review

Cake and Panic

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street finally freaks. Trump agenda in doubt. Americans rack up $12.7 trillion in debt. Earnings updates. Google I/O; the machines are learning to learn.   Financial Review by Sinclair Noe for 05-17-2017

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Financial Review

Pandora’s Box

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC minutes show the Fed stuck in neutral. Aetna threatened to pull out of Obamacare exchanges if DOJ did not approve Humana merger – how it could backfire on Aetna. The return of subprime. Cisco job cuts. Target blames Apple. Unstoppable inversion. Financial Review by Sinclair Noe for 08-17-2016

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Financial Review

That’s Her Story

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 02-10-2016   DOW – 99 = 15,914 SPX – 0.35 = 1851 NAS + 14 = 4283 10 Y – .02 = 1.70% OIL – .64 = 27.30 GOLD + 8.00 = 1197.80   Fed Chair Janet Yellen delivered her semi-annual Humphrey-Hawkins testimony in Washington today in her first major appearance since the Fed’s rate hike last December. In prepared testimony, Yellen said

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Financial Review

Red Lines

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-05-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 142 = 17,928 SPX – 25 = 2089 NAS – 77 = 4939 10 YR YLD + .04 = 2.18% OIL + 1.81 = 60.74 GOLD + 5.20 = 1194.00 SILV + .14 = 16.61   The Commerce Department said the trade deficit jumped 43.1 percent to $51 billion in March, its highest level in nearly 6-1/2 years, as imports rebounded strongly after being held down by a labor dispute at West Coast ports. The now-settled labor dispute at the West Coast ports significantly slowed imports and exports at the start of the year. The higher deficit will subtract from first quarter GDP estimates.   The pace of growth in the US services sector rose to a five-month high in April, lifted by a surge in business activity that offset a sharp decline in exports. The Institute for Supply Management said its services index rose to 57.8 last month from 56.5 in March. The April reading was the highest since November. A reading above 50 indicates expansion in the sector. Strengthening consumer spending after a frigid winter on the back of gains in employment and still-low gasoline prices will propel services, which account for almost 90 percent of the economy as tracked by ISM. The ISM services report showed the employment gauge rose to 56.7, the strongest since October; that would seem to bode well for the Friday Jobs …

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Uncategorized

Thursday, August 15, 2013 – Who’s in Control?

Who’s in Control? by Sinclair Noe DOW – 225 = 15,112SPX – 24 = 1661NAS – 63 = 360610 YR YLD +.04 = 2.75%OIL + .41 = 107.26GOLD + 29.60SILV + 1.14 = 23.11 Let’s start with the economic data: The Labor Department said its producer price index (PPI) remained flat in July, surprising economists who were expecting a rise of 0.3%. Meanwhile, core prices, which exclude food and energy costs, edged 0.1% higher — less than the 0.2% climb projected by economists. By comparison, June saw gains of 0.8% and 0.2%, respectively. Meanwhile, the consumer price index (CPI) showed retail prices rose a seasonally adjusted 0.2% on gains for gasoline, housing, clothing and food, among other goods. Excluding energy and food, the core consumer-price index also rose 0.2%. The core CPI increased 1.7% in July from the same period in the prior year, slightly up from June’s annual growth. Overall consumer prices have increased 2% over the past 12 months. That year-over-year growth in the overall CPI has trended higher in recent months. Just the other day, James Bullard,  the St. Louis Fed president said he is concerned about low inflation levels, which he said will be a factor in whether the Fed will scale back its bond-buying program. Bullard said: “There has not been much indication, so far, that it has been ticking back up toward target.” Also, the number of people who applied for new regular state unemployment-insurance benefits fell 15,000 to 320,000 in the week that …

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