Financial Review

Thankyou

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the FOMC and then a Brexit vote. Supremes say no fresh start for Puerto Rico. Microsoft gets LinkedIn. Apple announced new stuff, meh. Theranos kaput. Goldman Sachs’ continuing criminal enterprise. AT&T and Citi fight over thank you. Financial Review by Sinclair Noe for 06-13-2016

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Financial Review

Quiet and Overbought

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSMarkets are quiet, calm and overbought. Productivity lags, again. Credit growth hits a record. What will Draghi buy? Goldman investigated for Bank Secrecy Act. Valeant looks sick. Samsung has the next cool phone. Financial Review by Sinclair Noe for 06-07-2016

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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

GDP Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSGDP sags, BOJ surprise, Amazon pops, Ford gets pricey, and Goldman is still playing the ponies. Financial Review by Sinclair Noe for 04-28-2016

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Financial Review

The Other Shoe

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks climb, discounting weak earnings. Still waiting on the Fed, and more Panama Papers names. The heat builds. You deserve a break. Financial Review by Sinclair Noe for 04-19-2016

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Financial Review

A Dodgy Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-11-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSEarnings season starts with diminished expectations. UK PM David Cameron tries to justify dodgy deals. Goldman Sachs and Wells Fargo just pay more fines. Financial Review by Sinclair Noe for 04-11-2016

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Financial Review

An Imperfect Circle

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the Fed FOMC. The FCIC recommended criminal investigation of banksters but the DOJ lost the memo.  And today is Pi Day.

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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

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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