Financial Review

Quitaly or Not to Quitaly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow record high close. Oil tops $51. Bond bears’ herd mentality. ISM manufacturing up. Construction spending up. Unemployment claims up. Layoffs up. Carrier is chill. Credit Suisse freezes accounts. The Italian referendum explained. No coffee for Schultz. We’re buying cars. 10 gig internet? Yes please. Financial Review by Sinclair Noe for 12-02-2016

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Financial Review

8 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..S&P 500 slides for 8 straight. Brexit sent to parliament. Productivity increase, finally. ISM service sector slips. Factory orders up. Jobs report tomorrow. Generic drug makers under investigation. UPS couldn’t quit cigs. Charge up across America. Other stuff up for a vote. Financial Review by Sinclair Noe for 11-03-2016

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Financial Review

Table Scraps

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..ISM pops. ADP private jobs slip. Trade deficit inches up. Happy holiday sales forecast. IMF warns global banking system is too weak to recover. Paris Climate Accord ratified. Hurricane Matthew moves to US coast. ECB to taper. SCOTUS on insider trading. Fidelity’s conflict of interest. Sears sells the tools. Google goes for hardware with an AI assist. Financial Review by Sinclair Noe for 10-05-2016

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Financial Review

ISM Report – Anthony Nieves

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/ANTHONY_NIEVES-SEG_2-10-05-2016.mp3Podcast: Play in new window | Download (Duration: 7:10 — 3.3MB)Subscribe: iTunes | Android | RSSInterview with Anthony Nieves, chair of the ISM Non-Manufacturing Business Survey Committee.

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Financial Review

M&A Boatload

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMerger mania includes: Bayer/Monsanto, GE/3-D, VW/Navistar, Enbridge/Spectra, EOG/Yates, Danaher/Cepheid, Navidea/Cardinal, Avolon/CIT, Icahn/Federal-Mogul. MC gets friendly with PayPal. ISM services report stinks. Congress returns to DC. Hanjin Chapter 15. ITT goes belly up. Fox News pays up. Mylan class action. Apple does something tomorrow.   Financial Review by Sinclair Noe for 09-06-2016

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Financial Review

Chugging Higher

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSISM services down but still growing. ADP jobs solid at 179k. Lockhart hints at hikes, blah, blah. Gross and Gundlach go all Chicken Little. Bank of England cuts tomorrow. Mortgage rates are low; nobody cares. Bitcoin heist. Wal-Mart buying Jet.com – poof. Time Warner encourages cord cutters. The Olympics have started. Financial Review by Sinclair Noe for 08-03-2016

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Financial Review

Pushed Out

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed jawbones. Low rates keep stocks inflated. Oil continues to slide. Construction spending falls. ISM manufacturing falls. Mortgages near all-time lows. Verizon-Fleetmatic. Tesla-SolarCity. Didi Chuching-Uber China. Glaxo-Alphabet Verily. Pfizer-Bamboo. Ready for Rio. Financial Review by Sinclair Noe for 08-01-2016

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Financial Review

Dovish Indeed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed minutes mixed with a hint of dovishness. Trade deficit grows on stronger dollar. ISM service side up. UK RE funds halt redemptions. Keep calm and move to Berlin or Paris. Gold up. Medivation on the block. PBGC and Central States Pension going broke. Messi messed up but misses another penalty. Financial Review by Sinclair Noe for 07-06-2016

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Financial Review

Road Trip

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSPuerto Rico defaults. Manufacturing picks up. Construction spending drops. Robo-car’s first fatality. Airbag recall, seriously. Road tripping on the Interstate Highway System; thanks Ike. Financial Review by Sinclair Noe for 07-01-2016

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Financial Review

Aggressively Flat

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSManufacturing activity inches higher. Construction spending drops. Auto sales strong but could be better if they stop including exploding airbags. ECB and OPEC on tap tomorrow. Jobs report on Friday. Something doesn’t add up in the cloud. Dell tried to snooker shareholders. Cut the salt. Financial Review by Sinclair Noe for 06-01-2016

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