Financial Review

About Face

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trump reverts, CEOs flee. CBO says it pays to fund ACA. Retail sales bounce. Consumer debt climbs. Import prices up. Biz inventories up. HD and TJX earnings. Gates donates. More info at Financial Review by Sinclair Noe for 08-15-2017

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Financial Review

Believe Me

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSSChina not a currency manipulator. Yellen is pretty good. Strong dollar bad. NATO not obsolete. Ex-Im is okay. Import prices dropped. Budget deficit jumped. Earnings season kicks off tomorrow. Buffett bails on Wells. Brazilian politics are even crazier. Fewer Americans own homes. United fallout. St. Louis sues Rams. Financial Review by Sinclair Noe for 04-12-2017

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Financial Review

Double Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..More records on Wall Street. Reckitt Benchkiser buys Mead Johnson. Blackstone buys Aon unit. Consumer sentiment dips. Oil rallies. Import prices rise. Trump hosts Japan’s Abe. Talks to China’s Xi. Wall will cost more. Greece is still a problem for the EU. Italy next? Germany banks gold. Fast brandy. Financial Review by Sinclair Noe for 02-10-2017

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Financial Review

Cookies, Milk, Cannoli

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Record high close for the Dow, again. Oil bounces despite glut. Retail sales up. Import prices up. Paris agreement “unstoppable”. UK has no plan for Brexit. Google and Facebook close the gate on fake news. Buffett buys airlines. Soros buys GOOG and NFLX. Financial Review by Sinclair Noe for 11-15-2016

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Financial Review

Probably a Preview

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  Edging lower. Monsanto/Bayer a big deal. Import prices fell. Census data on poverty, medical care, and inequality. Techies want real news. Autonomous shopping carts. Ford to Mexico. Uber minus Uber drivers. SpaceX minus a launch pad. Shipping minus customers. Apple’s back. Wells Fargo under investigation.   Financial Review by Sinclair Noe for 09-14-2016

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Financial Review

Milk and Cookies Redux

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMore record highs on Wall Street. Import goods inch up. Budget deficit grows as corps pay less. Beige Book, meh. Oil gluts return. May new PM. PC sales grow. New GM loses shield of Old GM. Something new under the sun – Mas Blue. Financial Review by Sinclair Noe for 07-13-2016

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Financial Review

What Are the Odds?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  German 10 year bonds go negative. Brits say they want to leave. Investors go to cash. Shoppers shop. FOMC conclave. Net neutrality survives. Financial Review by Sinclair Noe for 06-14-2016

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Financial Review

All the Ships at Sea

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSA flat day on Wall Street, oil speculation on the high seas, Brazil gets a new president, Google goes inside in 3D, and nukes in the Red  Rocks. Financial Review by Sinclair Noe for 05-12-2016

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Financial Review

No F8 but What You Make

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSThe start of earnings season, oil bounces, Fedspeak, and our F8 is to talk to bots.   Financial Review by Sinclair Noe for 04-12-2016

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Financial Review

Nobody Knows Normalization

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 02-12-2016   DOW + 313 = 15,973 SPX + 35 = 1864 NAS + 70 = 4337 10 Y + .10 = 1.75% OIL + 2.77 = 28.98 GOLD – 9.40 = 1238.00 The Nikkei Stock Average finished down 11% for the week, its biggest weekly percentage drop since October 2008. For the day, the index ended off 4.8% at 14,952, the lowest since October 2014. The Nikkei is down 21% year-to-date. Japanese Prime Minister Shinzo Abe held a meeting with his top financial diplomat today, as well as the BOJ’s governor, following a report that the “architect of Abenomics” called for a Group of 20-wide response to the recent market rout. Friday’s high-level gathering came as the country’s stock markets plunged again and the yen hit highs not seen since October 2014. Speculation is also rampant that Tokyo could conduct yen-selling intervention.     The Hang Seng China Enterprises Index of mainland Chinese companies trading in Hong Kong fell 2% Friday and was off 6.8% for the week. Trading was halted on the Kosdaq, the smaller cap, tech focused exchange in South Korea as the index dropped by more than 8%.     Here in the US, we’re not quite in bear territory for the major indices: the Nasdaq dropped 18% from last summer’s high; the S&P 500 dropped 15% from last year’s high.     And then we …

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