Financial Review

Institute for Supply Management Spring 2017 Semiannual Economic Forecast

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-BRADLEY_HOLCOMB-SEG_2-05-22-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSThe Institute for Supply Management (ISM) published its Spring 2017 Semiannual Economic Forecast. Expectations for the remainder of 2017 continue to be positive in both the manufacturing and non-manufacturing sectors. Sinclair Noe interviews Bradley Holcomb, chair of the ISM Manufacturing Business Survey Committee; and Anthony Nieves, chair of the ISM non-Manufacturing Business Survey Committee.

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Financial Review

Broken PROMESA

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed holds steady. ADP counts 177k private jobs. ISM non-manufacturing index up. Puerto Rico announces biggest ever bankruptcy (sort of) in muni bond history. Health care hangs on a speck of dust. Home prices have not recovered. Facebook is everywhere, even where it shouldn’t be. Tesla – the great American car company. Twilio trips. Copper drops. Writers reach a deal. 4XETF because. Google Docs – don’t Financial Review by Sinclair Noe for 05-03-2017

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-05-03-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSThe Institute for Supply Management April NMI registers 57.5 percent, up from 55.2 percent in March. Sinclair Noe interviews Anthony Nieves, Chair of the Institute for Supply Management (ISM) Non-Manufacturing Business Survey Committee.

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Financial Review

See What Sticks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record. EPS v GDP. Sell in May, maybe. Spending package means government will stay open. Winter storm hits short wheat traders hard. ISM mgf slips. Construction spending dips. Personal income down, debt up. Financial Review by Sinclair Noe for 05-01-2017

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Financial Review

Brad Holcomb – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-05-01-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSBradley Holcomb, chair of the Institute for Supply Management (ISM)Manufacturing Business Survey. The April 2017 PMI registered 54.8 percent, a decrease of 2.4 percentage points from the March reading.

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Financial Review

Anthony Nieves – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interview Anthony Nieves, Chair of the Institute for Supply Management Non-Manufacturing Business Survey Committee. March NMI at 55.2%, down 2.4 from February.

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Financial Review

Jitters

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..ADP jobs up big. ISM services down but growing. FOMC Minutes point to unwinding balance sheet and overvalued markets. Tax reform uncertainty. Xi-Trump-North Korea-Syria. JAB buys Panera and rules a coffee empire. Mortgages bigger than ever. AZ forfeiture law. Financial Review by Sinclair Noe for 04-05-2017

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Financial Review

Stormy Weather

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Manufacturing growing slower. Construction spending increased. Yield curve flattens. SCOTUS nomination may go nuclear. Car sales drop last month, except for Tesla – now bigger than Ford. Household debt climbs back near 2008 peak. Student loans don’t buy what they used to. Financial Review  by Sinclair Noe for 04-03-2017

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Financial Review

Brad Holcomb, ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-04-03-2017.mp3Podcast: Play in new window | Download (Duration: 7:10 — 4.1MB)Subscribe: iTunes | Android | RSSSinclair Noe interviews Brad Holcomb, chair of the ISM Manufacturing Business Survey Committee. The PMI for March dips slightly to 57.2%.  

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Financial Review

End of Easy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-03-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Rate hike coming and that right soon. Prepare for the end of easy. ISM services stay strong. Sessions recusal. Pence private email. EPA budget cut. After multiple sticks, Wilbur Ross offers Mexico a carrot. Visa for Eurozone. May chastises Scots. Spotify grows. Making money in a Snap. Mercedes made a pickup truck, and you can’t have it. Banks reap record profits. Amazon’s typo crashes the internets. Financial Review by Sinclair Noe for 03-03-2017

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