Financial Review

Turkey, Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Four consecutive sessions with record highs. Yellen delivers Humphrey-Hawkins testimony. Labor market good, inflation warming; rate hikes are live; Dodd-Frank did not destroy lending. PPI jumps in January and 1.6% past 12 months. Flynn resigns. Mnuchin confirmed. Damn Oroville Dam. Aetna-Humana and Cigna-Anthem prove breaking up is hard to do, and costly. Hologic buys Cynosure.Burger King-Tim Hortons-Popeyes. PSA-Opel. Samsung’s Jay Y. Lee arrest warrant. Apple is really big and a 10th anniversary iPhone 8 is right around the corner. Financial Review by Sinclair Noe for 02-14-2017

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-02-01-2017.mp3Podcast: Play in new window | Download (Duration: 12:05 — 6.9MB)Subscribe: iTunes | Android | RSS…..Fed leaves policy unchanged and that’s dovish(?) ADP big surge in private jobs. ISM manufacturing at 2 year high. Facebook is now ubiquitous. VW will pay more. Spectrum’s slow internet. Various earnings reports. Amazon plane hub in KY. 15.4 million victims of ID theft and fraud. UK moves closer to Brexit. Nuclear option for SCOTUS. Iran on notice. Zika still a problem. Financial Review by Sinclair Noe for 02-01-2017

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Financial Review

Rarely the First

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-09-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Risk off day but Nasdaq record. Fed jawbones hawkish. Hard Brexit. Hard confirmation hearing. Revenge for one-China. McDonald’s and Taco Bell in China. Fiat Chrysler in the Midwest. Waymo in cars. M&A: Takeda/Ariad, United Health/Surgical Affiliates, Mars/VCA. Microsoft’s Nokia. IBM patent winner, again. The anniversary of the iPhone. Financial Review by Sinclair Noe for 01-09-2017

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Financial Review

Gone Fishin’ with Bob

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dollar 14 year high. Bonds bombed. Fed will raise rates. ECB will buy whatever is left to buy. OPEC, don’t bet on it. Obama kills offshore drilling. Pawnee is all shook up. Trump team gels. Trump University settles. VW cuts. DraftDuelFanKings. Spidey silk sneakers. Marilyn’s gown. Gone fishin’ with Bob. Financial Review by Sinclair Noe for 11-18-2016.

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Financial Review

Jobs Report Friday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-04-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Economy added 161,000 jobs in October. Unemployment rate 4.9%. U6 unemployment rate 9.5%. Wages up 2.8% year over year. Seventy-three months of job growth. Financial Review by Sinclair Noe for 11-04-2016

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Financial Review

Holy Cow

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Fed leaves rates unchanged; wait for December. S&P 500 down 7 straight. Facebook tops 1 billion daily. ADP says 147k jobs last month. Alibaba grows earnings. A new KFC every 5 hours. Wells Fargo again. Colorado River is drying up. I’ll watch the game on TV. Financial Review by Sinclair Noe for 11-02-2016

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Financial Review

September Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..156,000 new jobs in September. Unemployment rate up 0.1% to 5%. U-6 rate 9.7%. Labor force participation rate up 0.1% to 62.9%. Hourly wages up 0.2%. Financial Review by Sinclair Noe for 10-07-2016

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Financial Review

Accept Responsibility

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-22-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed stands pat; traders don their rally hats. Home sales down. The LEI’s a drag. Wall Street needs a long lead for Brexit. Yahoo’s big hack. Hanjin’s happy. Zuckerberg wants to live to be really old. We’re number 28! Budget countdown. Wells Fargo and life lessons on personal responsibility. Financial Review by Sinclair Noe for 09-22-2016

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed does nothing on a split decision. No worries. The economy is fine, meh. Wait for December. Wall Street is happy. Bank of Japan leaves rates unchanged but mixes up asset purchases. OECD low growth trap. Lula faces criminal charges. UN gets commitments for Paris Climate Accord – it is going to happen. Swap your Galaxy Note 7. Allo Google. AT&T goes electric. Tesla hacked. IPO fever. Leon Cooperman, insider trader. Ms. Brescher goes to Washington. Financial Review by Sinclair Noe for 09-21-2016

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Financial Review

Waiting on the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed decision due Wednesday. BOJ may steal their thunder. Global debt grows. Passporting rights at risk in a hard Brexit. An oil deal in the works? Home builder confidence grows. Sarepta has a drug for Duchenne MD. Salesforce introduces A.I. Hanjin docks. Financial Review by Sinclair Noe for 09-19-2016

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