Financial Review

Back-to-Back Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P 500 and Nasdaq hit record highs again. Third strongest and second longest bull market. Looking for a tax reform plan. Healthcare for none vs. Medicare for all. PPI jumps due to oil. Irma strikes a nursing home. Equifax apology falls flat. Financial Review by Sinclair Noe for 09-13-2017

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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

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…September promises a wild ride: spending, debt ceiling, immigration reform, disaster relief and more. DACA rescinded. Irma on the way. Nafta anyone? United Tech buys Rockwell. Financial Review by Sinclair Noe for 09-05-2017

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Financial Review

Non-Freak

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drift lower. Congress to tackle debt ceiling and tax reform. Yellen final hurrah at Jackson Hole. Amazon swallows Whole Foods on Monday. Existing home sales slide. Harvey goes to Texas. Financial Review by Sinclair Noe for 08-24-2017

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Financial Review

Insert Clever Eclipse Headline

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-21-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Markets on pause. Fed labor survey slack. Afghanistan strategy. Trump to Phoenix. No climate assessment. No debt default, maybe. Sempra busy Oncor. Total buys Maersk oil. Chinese Jeeps. The ultimate photobomb. Financial Review by Sinclair Noe for 08-21-2017

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Financial Review

Double Dog Dare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Playing chicken with North Korea and stocks fall. How markets respond. Don’t forget tax reform and debt ceiling. Opioid emergency. PPI fell. Retailers slip, mainly. 2016 hottest ever. Financial Review by Sinclair Noe for 08-10-2017

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Financial Review

22k Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow closes above 22,000. Apple lifts the markets. Dollar at support. How a weak dollar helps some companies. Watching the debt ceiling. Trump signs Russian sanctions. Tesla cash burn, but better than expected. Financial Review by Sinclair Noe for 08-02-2017

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Financial Review

Jobs Report Friday: meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-02-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-02-2015 DOW + 200 = 16,472 SPX + 27 = 1951 NAS + 80 = 4707 10 YR YLD – .05 = 1.99% OIL + .92 = 45.66 GOLD + 24.90 = 1139.40 SILV + .74 = 15.37   The economy added a seasonally adjusted 142,000 jobs in September, missing estimates by about 60,000. The unemployment rate was unchanged at 5.1%. More people dropped out of the labor force.   The Department of Labor revised the August employment numbers from 173,000, down to just 136,000.  The disappointing back-to-back employment reports were the worst pair in three years. Employment gains for July were also revised down from 245,000 to 223,000. The combined revisions for July and August lopped off 59,000 jobs from previous reports. Normally, the August jobs number is revised higher, not lower. Because of education related jobs and other variables, the August report has been notorious for upward revisions; typically at least 35,000 positions are added to the initial count. Not today. Six of the past eight reports have been revised lower in subsequent months.   Taken together, the three months averaged 167,000, a total that, while representing expansion, also signifies a major slowdown from the 260,000 per month clip for all of 2014. Moreover, at the beginning of the year, the three-month average was 312,000. Overall in 2015, job creation is now below the 200,000 milestone, …

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Uncategorized

Tuesday, February 11, 2014 – Yellen: Far From Complete

Yellen: Far From Complete by Sinclair Noe DOW + 192 = 15,994SPX + 19 = 1819NAS + 42 = 419110 YR YLD + .04 = 2.71%OIL + .36 = 100.42GOLD + 15.90 = 1291.90SILV + .16 = 20.34 Janet Yellen went to Capitol Hill this morning to deliver her first semi-annual Monetary Policy Report to Congress as Fed Chair; this is what we used to call the Humphrey-Hawkins testimony and it involves prepared remarks followed by a question and answer before the House Committee of Financial Services; tomorrow, she’ll repeat the process with senators. With regard to monetary policy, Yellen said she expects a great deal of continuity in the FOMC’s approach to monetary policy. No surprise; Yellen was the vice-chair, she served on the FOMC, she helped formulate the current monetary policy strategy, and she supports the strategy. Yellen pointed to real gross domestic product growth which rose at an average annual rate of more than 3.5% in the third and fourth quarters, versus 1.75% in the first and second. She also said there has been “progress” in the labor market which has added 3.25 million jobs since the Fed began a new round of asset purchases in August 2012. However the economy added just 113,000 jobs last month, and 75,000 jobs the month prior. While Yellen did not specifically reference these weaker than expected reports in her prepared remarks, she called the labor recovery “far from complete.” And the Fed’s target of 6.5% unemployment as the line where …

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Wednesday, October 16, 2013 – That Was Close

That Was Close by Sinclair Noe DOW + 205 = 15,373SPX + 23 = 1721NAS + 45 = 383910 YR YLD – .05 = 2.67%OIL + .87 = 102.08GOLD + 1.70 = 1283.70SILV + .12 = 21.52 Wait, wait. Stop the countdown. There will be no debt-pocalypse. Not tonight. The politicians have worked out a deal. Whew, that was close. Under the agreement, the government would be funded through Jan. 15, and the debt ceiling would be raised until Feb. 7. So, if you stocked up on canned goods and cigarettes, well, they’ll keep a few months and we can do this again to start the new year. The government will re-open tomorrow. The government debt will be paid as usual. Life goes on. Even as the shutdown of the United States government and the threat of a default appear to be coming to an end, the cost of Congress’s gridlock has already run well into the billions. Retail sales that weren’t made, canceled vacations to national parks and other destinations, import inspections, export financing, and oil and gas permitting stalled; and the total will continue to grow after the shutdown ends. A full accounting will take months but this will likely have some adverse effect on 4thquarter GDP. Plus, tack on higher interest payments on short term debt, which have tripled from just a few weeks ago.  The World Bank has estimated that a similar standoff in 2011 raised borrowing costs in poor countries by about 0.75 percentage point, …

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