Financial Review

No Argument for Bulls

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSThe Fed chases the bulls away. Say it ain’t so Lefty. What you see in the mirror. Financial Review by Sinclair Noe for 05-19-2016

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Financial Review

Don’t Fight the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  FOMC minutes show a June rate hike is on the table; Goldman sees no reason to own equities; plus overtime wages, steel tariffs, and if you have further questions ask that Google thingie. Financial Review by Sinclair Noe for 05-18-2016

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Financial Review

The Rebalancing

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSGoldman Sachs says oil rebalancing has begun; how it plays out over time. Plus, M&A on Monday, Warren bites on Apple, Hawaii punches Takata, and Supreme no-decision. Financial Review by Sinclair Noe for 05-16-2016

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Financial Review

Hooked on Price Hikes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC no change, June still on the table. It looks like the fix is in on oil. Remember Greece? Drug companies addicted to prices. Financial Review by Sinclair Noe for 04-27-2016

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Financial Review

Waiting on the FOMC

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets calm ahead of FOMC decision. Apple chopped. Financial Review by Sinclair Noe for 04-26-2016

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Financial Review

Thus Spake Yellen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSYellen speech is dovish. Risk on.

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Financial Review

When Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC Day and the Fed turns dovish.

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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

Pendulums Swing Wide

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 03-07-2016 DOW + 67 = 17,073 SPX + 1 = 2001 NAS – 8 = 4708 10 Y + .02 = 1.90% OIL + 1.99 = 37.91 GOLD + 7.90 = 1268.00   The U.S. stock market posted its third consecutive weekly gains last week, following an impressive jobs report on Friday. Stocks pulled out small gains today, for the fifth consecutive session. The S&P 500 has now gained in 11 out of 16 sessions since its Feb. 11 low, and closed last week above its 100-day moving average for first time in 2016.   The Federal Reserve FOMC meets next week to determine monetary policy and the battle lines are being drawn. Fed Governor Lael Brainard, who has emerged as a leader of the Fed’s dovish faction, argued for “patience” in raising interest rates. Fed Vice-Chair Stanley Fischer, who has consistently sounded more hawkish than many of his colleagues, warned that inflation is showing signs of accelerating; which would indicate his preference for raising rates. Adding to the mixed signals, the European Central Bank meets this week and is widely expected to expand its stimulus measures, which likely means they go more negative. The big questions being how big and in what form? And that would just make a Fed rate hike all the more awkward.   Negative rates have been spreading through important sectors of high …

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Financial Review

A Go Figure Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 02-24-2016   DOW + 53 = 16,484 SPX + 8 = 1929 NAS + 39 = 4542 10 Y – .01 = 1.74% OIL + .36 = 32.23 GOLD + 3.00 = 1229.40   Stock markets closed down in Asia and European shares dropped the most in two weeks. Investors continue to use oil prices as a gauge of the global economy. At an event in Houston on Tuesday, Saudi oil minister ruled out production cuts anytime soon, sending crude sharply lower despite talk of a mid-March oil producer meeting. New API figures showing a further build in U.S. stockpiles are also weighing on oil. Oil’s retreat, together with slowing growth in China, has dragged down global stocks about 8% since the start of the year.   Miners fell again, with Glencore and BHP Billiton losing more than 8% on the day. Statoil and Royal Dutch Shell were leading energy-related companies lower. Iran said the plan to freeze oil production was “ridiculous.”  Every member of the Stoxx 600 Banks Index declined.   For most of the session today, Wall Street was down. The Dow Industrial average started the morning with a 250 point drop, and was down about 150 points for most of the session, until the final hour of trade when suddenly and without much reason, stocks turned higher, oil turned higher, treasuries turned lower, and gold tanked. …

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