Financial Review

Earnings Season

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…10-yr. yield holds above 3%. Earnings season in full bloom: Boeing, Facebook, AMD, Qualcomm, Ford, Chipotle, AT&T, Comcast, and more. Financial Review by Sinclair Noe for 04-25-2018

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Financial Review

The Rally Resumes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-16-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…No geopolitical collapse, stocks rally. Retail sales up. Inventories higher. 2-yr. note yield highest in almost a decade. Earnings look good, but priced in already. Netflix adds users. BofA has record profits. Suspicious groups on Facebook. Merck scores with immunotherapy. Financial Review by Sinclair Noe for 04-16-2018

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Financial Review

Whiplash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed minutes point to more rate hikes. CPI inflation heats up a little. Tweets fly, volatility rules. Gas prices rise with Middle East tensions. Facebook and your lack of privacy. Ryan retiring. Boehner goes green. Payday lenders v. CFPB. Financial Review by Sinclair Noe for 04-11-2018

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Financial Review

Headline Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on kind words from Xi. Mueller in the crosshairs. Wagging the dog in Syria. Facebook theater. And oil moves higher. Financial Review by Sinclair Noe for 04-10-2018

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Financial Review

Sisyphean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSSDespite concerns about Syria, trade wars and earnings season, stocks started higher and then fell back. FBI raids Michael Cohen’s office. CBO forecasts massive debt explosion. IMF and labor force participation. Mr. Zuckerberg goes to Washington. Green Apple. Financial Review by Sinclair Noe for 04-09-2018 DOW + 46 = 23,979 SPX + 8 = 2613 NAS + 35 = 6950 RUT + 1 = 1514 10 Y + .01 = 2.79% OIL + 1.23 = 63.29 GOLD + 2.30 = 1336.70   Last week finished with a disappointing jobs report, and this week started with ongoing concerns about a possible trade war and geopolitical concerns and earnings season – but stocks started the morning strong and moved higher – like Sisyphus rolling the boulder up the hill …, until the final hour of trade, when stock prices came rolling back down the hill. At one point, the Dow was up about 440 points Trump says there will be a “big price to pay” for Syrian President Bashar al-Assad’s suspected use of chemical weapons in the rebel-controlled town of Douma outside Damascus, which killed dozens, including children. We don’t really know what that price is. No word on possible retaliation. No word on possible military action but maybe something in the next 24 to 48 hours. Exactly what, we do not know. The United Nations Security Council held an emergency meeting.   Meanwhile, a possible …

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Financial Review

Tariff Troubles

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…China responds to US tariffs. Markets tumble, then recover, for now. Tariff losers and losers. Implications for global markets and central banks. Troops sent to the border. Nafta wiggle. Facebook breach grows. Financial Review by Sinclair Noe for 04-04-2018

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Financial Review

Dead Cat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Stocks flop in final hour, bouncing off support. More China trade concerns. Tech falters. Bears control Facebook. Brits investigate Cambridge Analytica. Self-driving tech hits the brakes. Financial Review by Sinclair Noe for 03-27-2018

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Financial Review

And Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-26-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound on hopes of no trade war. Facebook under fire. Google facing Euro breakup. Remington BK. No crypto tweet. NY Fed’s Dudley bankers need to stop rewarding bad behavior. Financial Review by Sinclair Noe for 03-26-2018

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Financial Review

An Ugly Week

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-23-2018.mp3Podcast: Play in new window | Download (Duration: 13:00 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Wall Street tumbles for the week, faces key levels of support. Trade war worries. Budget bill signed. New home sales drop. Dropbox IPO jumps. Facebook Sued. Bank of America fined. Financial Review by Sinclair Noe for 03-23-2018

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-21-2018.mp3Podcast: Play in new window | Download (Duration: 12:58 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS..Fed hikes rates, hints at 3 more. Zuckerberg responds to Facebook breach. No real solutions. DC pols still working on budget bill. Home sales rise, inventories tight. Financial Review by Sinclair Noe for 03-21-201

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