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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Financial Review

Earnings Gimmicks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-04-2016.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: iTunes | Android | RSSEconomic data, ADP jobs down, productivity drops, ISM holds steady, plus earnings are a confusing mess. Financial Review by Sinclair Noe for 05-04-2016

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Financial Review

Puerto Rico Screwed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSPuerto Rico defaults; TTIP leaks; Ultra, Midstates, and Sports Authority go BK; Sell in May and take a vacation. Financial Review by Sinclair Noe for 05-02-2016

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Financial Review

More on the Panama Papers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSISM report, JOLT survey, trade deficit, home prices – plus the Panama Papers claims its first PM.

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Financial Review

Jobs Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS215,000 new jobs in March, the unemployment rate at 5%; a solid, steady jobs report.

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Financial Review

Brad Holcomb – ISM

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-04-01-2016.mp3Podcast: Play in new window | Download (Duration: 7:10 — 3.3MB)Subscribe: iTunes | Android | RSSThe ISM March Manufacturing Survey increased 2.3 percentage points to 51.8%. Sinclair Noe interviews, Bradley Holcom, Chair of the Institute for Supply Management Manufacturing Business Survey Committee.

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Financial Review

Waiting for the Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-03-2016.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: iTunes | Android | RSS  Financial Review by Sinclair Noe for 03-03-2016 DOW + 44 = 16,943 SPX + 6 = 1993 NAS + 4 = 4707 10 Y – .02 = 1.83% OIL + .05 = 34.71 GOLD + 24.40 = 1264.90   We have a batch of economic reports, so we’ll run through the data and then break down the implications. The Institute for Supply Management’s non-manufacturing index dropped 0.1 point to 53.4%.Any reading over 50 signals expansion. ISM’s production gauge rose 3.9 points to 57.8%.Growth in the services sector has been expanding at a slower pace for the past four months, and that is now showing up as contraction in service sector employment. Details from the services survey showed the employment index declined to 49.7 from 52.1 in January, indicating companies last month started cutting staff.   The number of Americans who applied for unemployment benefits rose by 6,000 to 278,000 in the last week of February, but the overall pace of layoffs still hovered near postrecession lows. The average of new claims over the past four weeks, meanwhile, fell by 1,750 to 270,250 and hit a three-month low. In a separate report, global out placement consultancy Challenger, Gray & Christmas said U.S.-based companies announced 61,599 job cuts last month, down from 75,114 in January. Layoffs remained concentrated in the energy sector. Tomorrow the Labor Department will publish the monthly non-farm payroll report; look for a …

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