Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: iTunes | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

Stuff Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-08-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Comey testifies. ECB unchanged. Brits hung up on vote. Brazil’s Temer gets a reprieve. Household wealth jumped in 1Q. Nordstrom private. Hudson’s Bay’s job cuts. Yahoo-Verizon on. Alibaba jumps. Endo loses painkiller.   Financial Review by Sinclair Noe for 06-08-2017

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Financial Review

More Drift

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-S_EG_1-06-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets wait for Thursday and ECB decision, UK election, and Comey show. Trumpcare in July? No Blue Cross for Ohio. JOLTS shows more than 6 million job openings. Bonds stage a rally. S&P stocks secret losses. Emerging markets attract hot money. Financial Review by Sinclair Noe for 06-06-2017

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Financial Review

A Deluge and an Eclipse

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Earnings flood: Alphabet, Amazon, Microsoft, Intel, Starbucks, UPS, Ford, American Air, Southwest, etc. ECB holds steady. Trump will stay in Nafta. West Virginia moves to renewables. An eclipsing stamp. Financial Review by Sinclair Noe for 04-27-2017

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Financial Review

Quiet, Almost Too Quiet

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Flat days the new norm. Glass-Steagall lives? ECB holds steady. Layoffs down. Jobless claims up. AZ loses jobs in Jan. Bill Gross on the Trump mirage and nitro on a bumpy road. 10-year note crosses 2.6%. No sale on paint. GE sells water works. Sears fading away. Flippers got legs. Happy and healthy cities. Financial Review by Sinclair Noe for 03-09-2017

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Financial Review

Watch and Wait

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-03-08-2017.mp3Podcast: Play in new window | Download (Duration: 12:12 — 7.0MB)Subscribe: iTunes | Android | RSS…..ADP shows 298,000 new jobs last month. Productivity up 1.3% but flat for year. ECB tomorrow. Japan GDP spark. China trade deficit. Oil glut continues, inventories at records. Mexican sugar, trade wars begin. Caterpillar’s taxing problem. CIA’s Vault 7 Wikileaks, biggest ever. AHCA could lose 10 million insured. Kauai, Hawaii goes solar with Tesla batteries. West Virginia showered with prescription painkillers. Wall Street bull faced down by little girl. Financial Review by Sinclair Noe for 03-08-2017

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Financial Review

T Minus One

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..ECB Day – no change. Day One tomorrow – lots of change. Jobless claims at 40 year low. Arizona unemployment rate 5%. Dec. housing starts jump. South Korea’s JY Lee not arrested. Brazil Supreme Court Justice dies in plane crash. Credit Suisse pays $5.28 billion for complete garbage. The strange tale of EpiPen and bizarre drug pricing. McCartney sues for his music.   Financial Review by Sinclair Noe for 01-19-2017

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Financial Review

StopBusters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow Industrials, Dow Transports, S&P 500, Nasdaq – all close at record highs. $2 trillion rotates from bonds to equities. Fed raises rates next week.  ECB tapers today. Deutsche Bank turns on UBS, HSBC, Bank of Nova Scotia in silver rigging case. Wells Fargo – bad neighbor. ThyssenKrup hacked. Sears in death spiral. Financial Review by Sinclair Noe for 12-08-2016

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Financial Review

Nasty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Jobless claims up. Existing home sales up. Housing market in a sweet spot. AZ unemployment drops to 5.5%. ECB stands pat. Wells Fargo criminal investigation for I.D. theft. WFC had targets. A new WSJ? Qualcomm/NXP? AT&T/Time Warner? Earnings news: Microsoft all-time high. We stopped eating donuts for the election. Nasty stuff. Financial Review by Sinclair Noe for 10-20-2016.

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Financial Review

We Got Your Volatility Right Here

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets take a hit, finally. Fed’s Rosengren turns hawkish. September hike back on the table. North Korea plays with nukes. Hanjin sinks lower. Wholesale inventories flat, sales down. Galaxy Note 7 on no fly list. Wake up the regulators – Wells Fargo has a big problem. Financial Review by Sinclair Noe for 0-09-2016

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