Financial Review

Consistency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…About face on Syria. About face on TPP. The Fed and inflation. Banks kick off earnings season. Delta, Blackrock deliver. Bed, Bath & Beyond Bad. Financial Review by Sinclair Noe for 04-12-2018

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Financial Review

Trifecta of Records

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq hit record highs. Fed minutes – policymakers uncertain about a certain rate hike. JOLTS shows labor market remains strong. Tweets on the market and taxes send mixed message. Japan’s Nikkei hits record. Catalonia at the crossroads. Airline earnings. Everybody loves Carole King. Financial Review by Sinclair Noe for 10-11-2017

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Financial Review

Ban Blowback

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-30-2017.mp3Podcast: Play in new window | Download (Duration: 12:13 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Refugee travel ban blowback. Two for one on regulations. Jobs report on Friday. FOMC meets tomorrow. Wall Street without Fed stimulus looks pricey. Consumer spending up. Pending home sales jump. Rig counts climb. Puerto Rico extension. VW the biggest. No accounting for Toshiba. Fitbit unhealthy. Tempur Sealy nightmares. Walgreens Rite Aid shrinkage. Financial Review by Sinclair Noe for 01-30-2017

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Financial Review

Had to Happen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-12-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks drop as bulls left empty handed. Import/export prices higher. First step to repeal Obamacare. A long line of kowtowers. Airlines did not collude. Unicredit on the edge. J&J to buy Actelion. Homebuyers get cold feet. AZ MLS reports Phoenix home sales up, inventory tight. Apple goes Hollywood. VW execs indicted. Fiat Chrysler emissions cheating. Takata settles. Financial Review by Sinclair Noe for 01-12-2017

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Financial Review

Un-Zapped!

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSJOLTS shows strong labor market. Deficit grows as corporate receipts shrink. Oil drops; Saudis pump American shale producers out of business. BOE can’t buy me bonds. The politics of burgers; Wendy’s un-zapped. Solar doesn’t shine. Happy birthday Google, or Alphabet, or whatever. Financial Review by Sinclair Noe for 08-10-2016

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Financial Review

We Can Be Patient

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSOil pops, stocks stall.  Fed waits. Walmart gets techie. Steinhoff gets Sleepy. Vail gets Blackcomb. TIAA gets Everbank. Delta suffers system outages. Appl has a new phone sans headphones. Samsung fights. Financial Review by Sinclair Noe for 08-08-2016

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Financial Review

More Exciting Than Soccer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSClosing numbers, economic data, plus a preview of the Doha meeting on oil, and a look at Brazil’s impeachment. The latest Panama Papers fallout. Time to buy your own cable box.   Financial Review by Sinclair Noe for 04-15-2016

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Financial Review

Low Price Leader

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-14-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-14-2015 DOW – 157 = 16,924 SPX – 9 = 1994 NAS – 13 = 4782 10 YR YLD – .07 = 1.98% OIL – .37 = 46.29 GOLD + 15.40 = 1185.30 SILV + .22 = 16.22   Retail sales rose a seasonally adjusted 0.1% in September. Auto sales were strong, up 1.7% last month. Sales at gas stations were down 3.2% because gas prices were lower. Sales fell at Internet retailers, general stores, home centers, groceries and outlets that sell appliances and electronics. Sales rose at restaurants. Excluding autos and gas, sales were flat. Retail sales have risen 2.4% in the past 12 months, though the gain is a healthier 4.9% if gasoline is omitted.   The producer price index, which measures prices at the wholesale level, fell 0.5% last month. In September the wholesale price of gas sank almost 17%, marking the sharpest decline since January. That drove down the overall cost of goods by 1.2%. The cost of services also fell by 0.4% last month, the biggest decline since February. Core producer prices, excluding the volatile categories of food, energy and trade fell a smaller 0.3% in September. Over the past year, overall producer prices have fallen an unadjusted 1.1%.   Inventories at U.S. businesses were flat in August. Business sales fell 0.6% in August, the biggest drop since January. The inventory-to-sales ratio, an …

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Financial Review

Slow to Patch

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-15-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 75 = 18,112 SPX + 10 = 2106 NAS + 33 = 5011 10 YR YLD un = 1.90% OIL + 2.67 = 55.96 GOLD + 9.60 = 1202.50 SILV + .18 = 16.41   The Federal Reserve reports industrial production dropped 0.6% in March. The biggest drop since August 2012. For the first quarter, industrial production was down at 1% annual rate, the first quarterly decline since the end of the recession.   The National Association of Home Builders/Wells Fargo index of home builder confidence increased to 56 in April from 52 in March. Readings over 50 indicate that more builders see sales conditions as good rather than poor. All three components of the index improved in the month: sales expectations, buyer traffic, and the component gauging current sales conditions all moved higher.   China grew at its slowest pace last quarter since the global financial crisis in 2009; GDP expanded 7% in the three months to March from the year ago period, down from 7.3% the prior quarter. Retail sales and industrial output data broadly missed expectations, however, with the latter expanding at the slowest pace since 2008.   Japan overtook China as the top foreign holder of US government debt for the first time since the global financial crisis. Each country holds a little more than $1.22 trillion in US Treasuries, but Japan has about …

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