Financial Review

Face Mask Shortage

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Repeal replaced by plans that won’t pay. Trump tweet-attacks Puerto Rico. Death toll climbs. Worst wildfire in California history. JPM, C report earnings and prep for defaults. AT&T and cord cutters. PPI pops. Equifax again – seriously. Financial Review by Sinclair Noe for 10-12-2017

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Financial Review

Links 09-26-2017

Links 09-26-2017 CBO Projects Graham-Cassidy Would Reduce Spending And Coverage – Health Affairs Blog.Org (a trillion here, a trillion there and pretty soon, you’re talking real money) Sen. Susan Collins says she will vote ‘no’ on Obamacare repeal bill, likely dooming it, after CBO warns of ‘millions’ more uninsured – CNBC In Battered Puerto Rico, Governor Warns of a Humanitarian Crisis – NY Times Trump Talks Puerto Rico Debt Amid Hurricane Damage, Twitter Is Not Happy – International Business Times Nearly Half of Americans Don’t Know Puerto Ricans Are Fellow Citizens – NY Times Facebook, Microsoft Construct 4,100-Mile Transatlantic Underwater Cable – International Business Times Equifax CEO Richard Smith Resigns After Uproar Over Massive Hack – Bloomberg If Someone Hadn’t Traded On Hacked SEC Files, We’d Never Have Known The SEC Was Hacked – DealBreaker Education Isn’t the Key to a Good Income – The Atlantic Iceberg Four Times the Size of Manhattan Just Broke From an Antarctic Glacier, Fueling Concerns of Runaway Ice Retreat – Weather.com  

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Financial Review

Decision Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Major stock indexes hit all-time highs, again. Fed holds steady. Senate votes and votes, again. Trump v. Transgendered. New home sales up. Copper squeeze. Facebook ubiquitous. Boeing flying high. UK electric. Financial Review by Sinclair Noe for 07-26-2017

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Financial Review

Quick Shock

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street shocked by Junior’s email chain. McConnell tries to rally support for BCRA. Still to come a budget and tax reform. Seattle raises income tax. Traders look to bank earnings. Small biz sentiment slips. JOLT shows strong labor market. Waiting on Yellen testimony. Net neutrality and an internet-wide day of action. The best deals around. Financial Review by Sinclair Noe for 07-11-2017

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Financial Review

Take 65

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-22-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Senate unveils a health care bill. CBO score next week. Vote soon after. 4 GOP senators already oppose it. Those tapes were a bluff. Banks pass stress tests. LEI up. Mortgage rates down. Qatar wants to buy American. Sears Canada BK. Warren’s latest deal. Oracle shines through the cloud. Facebook on a mission. Financial Review by Sinclair Noe for 06-22-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. CBO has numbers on the new American Health Care Act – and they are terrible. Intel buying Mobileye to drive into the future. Lloyds outsourcing jobs to IBM. South Korea’s Park out. No Bitcoin fund. Escondida strike. Icahn loads up on Herbalife. Changes in credit scores. Nor’easter on the way. Financial Review by Sinclair Noe for 03-13-2017

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Financial Review

Laura Adams

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/LAURA_ADAMS-SEG_2-03-09-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: Apple Podcasts | Android | RSSSinclair Noe interviews Laura Adams, senior financial analyst from www.insurancequotes.com about the important aspects of the proposed replacement for the ACA health care insurance.

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Financial Review

Rotate This

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-10-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe   DOW + 236 = 18,000 SPX + 25 = 2105 NAS + 62 = 5076 10 YR YLD + .06 = 2.48% OIL + 1.29 = 61.43 GOLD + 9.20 = 1186.60 SILV + .07 = 16.11   The yield on 10-year German government bunds broke above 1% overnight for the first time since September 2014; part of a broader global bond sell-off that’s been deepening since late April. Last week, ECB President Mario Draghi said investors should get used to periods of higher bond market volatility and stated the central bank wouldn’t do anything about it. US government bonds are selling off – which is sending yields higher as they move inversely to price – as part of the global bond rout that was started back in April. The size of the US corporate-bond market has ballooned by $3.7 trillion during the past decade, further siphoning demand from US Treasuries. And some of that money is just getting out of bonds, which might explain the rotation into stocks today.   Of course, I have no idea why the stock market moved higher today. I don’t know, you don’t know, and the talking heads on TV don’t know. It is nearly impossible to know what might spur or spook the herd of millions of investors to suddenly move in any given direction at any given time. Is it a …

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Financial Review

Mangled Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-03-2014.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review DOW – 24 = 17,366 SPX – 0.24 = 2017 NAS + 8 = 4638 10 YR YLD + .01 = 2.35% OIL – 2.03 = 78.39 GOLD – 7.60 = 1166.30 SILV – .03 = 16.25 No milk and cookies today, however the Dow and S&P hit intraday record highs. Construction spending fell 0.4% in September to a seasonally adjusted annual rate of $950 billion. Spending fell 0.6% for nonresidential projects and dropped 1.3% for public construction projects, but rose 0.4% for residential projects. The National Association of Realtors reports first-time buyers’ share of home sales has hit a 27 year low of just 33%; normally it would be closer to 40%. The final reading of Markit’s manufacturing purchasing managers’ index was 55.9 in October, down from the flash reading of 56.2 and well below September’s 57.9. The Institute for Supply Management said its manufacturing index jumped to 59% from 56.6% in the prior month; new orders, production, and the employment gauge all moved higher. Last week the Federal Reserve officially ended the Quantitative Easing plan, which has been around in various forms for about 5 years. The dollar reached multi-year highs against both the yen and euro; last week the Bank of Japan announced a surprise stimulus plan, called QQE2; on that news the stock markets hit a new high on Friday and global markets rallied. This week the European …

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Uncategorized

Friday, January 10, 2014 – Jobs Report Friday

Jobs Report Friday by Sinclair Noe DOW – 7 = 16,437SPX + 4 = 1842NAS + 18 = 417410 YR YLD – .10 = 2.86%OIL + 1.23 = 92.89GOLD + 20.90 = 1248.60SILV + .63 = 20.27 Jobs report Friday. The US economy created only 74,000 net new jobs in December. The number of jobs created was the lowest in 3 years and was well short of expectations for about 195,000 jobs. In the four months before December, the average number of jobs created in the US was 214,000 a month. The Labor Department said 38,000 more jobs in November were created than the 203,000 previously reported. And the unemployment rate dropped from 7% to 6.7%. If that doesn’t seem to add up, you are correct. The headline news that the unemployment rate dropped to 6.7% is not good. The problem is that a bunch of people fell out of the labor force, 347,000, to be exact. They stopped looking for work, which made them no longer “unemployed” in the eyes of the Bureau of Labor Statistics; they just become invisible. The Labor Force Participation Rate dropped from 63% in November to 62.8% in December. This is a measure of the working age population in the labor force. The participation rate is well below the 66% to 67% range that had been considered typical over the past 20 to 30 years. The participation rate has been dropping for the past 12 years. Part of the reason for the drop in …

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