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

Da’ Bomb

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Record highs for Dow, S&P, Nasdaq, and Russell 2K. Fed minutes. Manufacturing win-win. Construction spending up. Car sales. Crude hits $61. Bombogenesis…. Financial Review by Sinclair Noe for 01-03-2018

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Financial Review

Gravy Exuberance

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. Goldman’s rational exuberance. Fed minutes and the mystery of low inflation. Cap goods orders drop. Consumer sentiment slips. Uber’s very bad breach. Google is watching you. Thanksgiving tidbits. Financial Review by Sinclair Noe for 11-22-2017

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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

No Moral Equivalency

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trump’s business councils collapse. CEOs quit en masse. GOP denounces Trump. Fed minutes show concern for no inflation. Housing starts down. Financial Review by Sinclair Noe for 08-16-2017

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Financial Review

Send in the Clowns

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..1Q earnings season winds down. CBO scores AHCA. Pause on cost-sharing subsidies case. Trump tour sells big in Saudi Arabia. SCOTUS whacks patent trolls. NC must undo gerrymandering. Ford gets new CEO – share price is Job One. Huntsman-Clariant. Midwest fields flood. Citi’s Banamex laundered money in Mexico. The circus closes its tent. Financial Review by Sinclair Noe for 05-22-2017

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Financial Review

Call It Neutral

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed moves to sustainability mode. Earnings season sighted. Wells Fargo still too stupid after 113-page report. Libor audio tapes implicate the Bank of England. Barclays CEO targets whistleblower. Swift-Knight. AT&T pays for 5G. And Gorsuch makes 9. Toyota’s All-American car plant. Tesla tops GM. Financial Review by Sinclair Noe for 04-10-2017

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Financial Review

Happy Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Three more indices hit records. Fed minutes confirm rate hike. New orders show strong economy. Overtime pay rule nixed. Car sales set to top record. IEA predicts gas demand peak. Amazon pilots strike. Lufthansana pilots strike. Google might pay taxes in Indonesia. Facebook has a censorship tool for China. Aloe vera gel isn’t. Financial Review by Sinclair Noe for 11-23-2016.

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Financial Review

Bueller? Bueller?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-09-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-09-2015 DOW + 33 = 17,084 SPX + 1 = 2014 NAS + 19 = 4830 10 YR YLD – .01 = 2.10 OIL + .14 = 49.57 GOLD + 17.40 = 1157.40 SILV + .16 = 15.93   World shares were green across the board after details from the Fed’s minutes cast further doubt on the prospect of a rate rise this year. European stocks broke a one-month high for their best weekly gain since late January on renewed hopes central banks will keep monetary policy loose for longer. Overnight, Asian equities and currencies also moved higher following yesterday’s gains on Wall Street (the Dow ended above 17,000 for the first time since August, while the S&P 500 closed well past its 50-day MA of 1,995).   Oil prices traded above $50 a barrel this morning, with a gain of nearly 9% this week; for the biggest weekly gain in 6 years.   Investors are now positioning themselves for corporate earnings season, which picks up steam next week with most of the nation’s largest banks reporting their results, as well as big companies including; Intel, Netflix, UnitedHealth and GE. Earnings are expected to be down roughly 5.5 percent from a year ago, according to FactSet, mostly because of the drop in commodity prices. Now there is a game on Wall Street where analysts set the bar very low …

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Financial Review

Crash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-08-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 261 = 17,515 SPX – 34 = 2046 NAS – 87 = 4909 10 YR YLD – .02 = 2.20% OIL – .68 = 51.65 GOLD + 3.00 = 1159.00 SILV + .08 = 15.22   The stock market crashed today. Before you accuse me of over exaggerating, I do not consider a 261 point drop on the Dow to be a crash; that’s just a down day, with a dollop of ugly. No, I mean the actual New York Stock Exchange crashed. The computers malfunctioned. Trading stopped for 3.5 hours. Open orders were cancelled. Other orders were re-routed. This was an actual technical crash. It started with a few squirrelly trades in the morning, and at 11:32 AM, the New York Stock Exchange surrendered, halted trading, and tried to reboot the computers.   And for the most part, it did not stop trading in NYSE listed stocks. The other exchanges picked up the trades. First, the Nasdaq did not crash; next the BATS system just re-routed trades, ARCA picked up more trades, and the Philly exchange handled some trades as well. So, in many ways, it was a typical trading day. The New York Stock Exchange is really more of a TV studio these days than a central force behind buy and sell orders. CNBC broadcasts there; tourists gawk; all the trades are electronic, in a …

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