Financial Review

M&A Boatload

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMerger mania includes: Bayer/Monsanto, GE/3-D, VW/Navistar, Enbridge/Spectra, EOG/Yates, Danaher/Cepheid, Navidea/Cardinal, Avolon/CIT, Icahn/Federal-Mogul. MC gets friendly with PayPal. ISM services report stinks. Congress returns to DC. Hanjin Chapter 15. ITT goes belly up. Fox News pays up. Mylan class action. Apple does something tomorrow.   Financial Review by Sinclair Noe for 09-06-2016

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Financial Review

That’s a Print

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks slip. ECB steady. Home sales jump. LEI up. AZ unemployment jumps. Anthem & Cigna face antitrust suits. Beaucoup earnings news. Ailes out. Tesla’s super-secret plan (encoder ring included). Selfie fumblers. Printers in space. Financial Review by Sinclair Noe for 07-21-2016

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Financial Review

154 More Days

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMajor indices inch higher. ECB corporate bond buying kicks off. JOLTS report. World Bank cuts forecast. Dollar down, commodities up. The 800 pound gorilla. 154 more days. Financial Review by Sinclair Noe for 06-08-2016

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Financial Review

Wide-Ranging

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSS&P 2100. ECB 0%. OPEC no change. American death rate up. CFPB cracks down on payday usury. Wide-ranging billionaires. The rise of the drones. And patents galore. Financial Review by Sinclair Noe for 06-02-2016

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Financial Review

ECB Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSECB holds on to ultra-loose policy, earnings season, strange moves in commodities, VW will pay for un-clean diesel, nobody invests anymore. Financial Review by Sinclair Noe for 04-21-2016

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Financial Review

I Want to Go Back to Bahia

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-18-2016_2_.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks rally for fifth week. Brazil is knee-deep in corruption.

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Financial Review

Lava Jato

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 03-11-2016 Stocks rally to the highest close of 2016. The FOMC meets next week. Brazilians take it to the streets.

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Financial Review

Where Robots Fear to Tread

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-10-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSECB Day and Draghi fires the bazooka. Also, the fifth anniversary of Fukushima.

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Financial Review

A Bang or a Whimper

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWhen the Bull market ends will it be with a bang or a whimper?

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Financial Review

Falling Knives

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-08-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 03-08-2016   DOW – 109 = 16,964 SPX – 22 = 1979 NAS -59 = 4648 10 Y – .07 = 1.83% OIL – 1.67 = 36.23 GOLD – 6.50 = 1261.50     Small business confidence declined further in February as lingering concerns about sales growth and profits hurt capital spending and hiring plans. The National Federation of Independent Business (NFIB) said its small business optimism index dropped one point to a reading of 92.9 last month, with none of the index’s components showing an increase. The index decreased 1.3 percentage points in January. Spending and hiring plans weakened a bit as expectations for growth in real sales volumes fell. Earnings trends worsened a bit as owners continued to report widespread gains in worker compensation while holding the line on price increases.   China’s February trade performance was far worse than economists had expected, days after top leaders at the National People’s Congress sought to reassure investors. Exports fell 25% from a year earlier, the biggest drop since May 2009, while imports slumped 13%, leaving a trade surplus of $32 billion. It’s easy to blame Chinese New Year distortions, but the numbers point to bigger economic problems.   Japan’s 10-year yield extended its push into negative territory, dropping to an all-time low of minus 0.12 percent, meaning almost three-quarters of Japanese government bonds currently offer yields at or below, zero percent. …

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