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
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
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
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
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.
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.
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.
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 …
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/BRAD_HOLCOMB-SEG_2-03-01-2016.mp3Podcast: Play in new window | Download (Duration: 7:10 — 3.3MB)Subscribe: iTunes | Android | RSSSinclair Noe audio interview with Brad Holcomb, chair of the Institute for Supply Management Manufacturing Business Committee.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-01-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS Financial Review by Sinclair Noe for 03-01-2016 DOW + 348 = 16,865 SPX + 46 = 1978 NAS + 131 = 4689 10 Y + .09 = 1.83% OIL + .14 = 33.89 GOLD – 6.60 = 1232.70 It was the best one-day percentage gain for the S&P 500 and the Dow since Jan. 29. The Nasdaq Composite saw its biggest one day gain since August. The S&P 500’s rally today leaves it lower by just 3% year-to-date, and the Nasdaq’s advance brings its loss for the year to 6.4%. Biotechnology, which underperformed by a huge margin yesterday, came to life today with the Nasdaq Biotechnology Index ETF (IBB) surging 4.4%. The small cap Russel 2000 broke through its own 50 day moving average for the first time since December 9. However, it rose 2.0% vs. the S&P 500’s 2.4% gain. Elsewhere, regional banks, cybersecurity, high-yield bond ETFs, and energy names also impressed. The Utilities sector, which is hurt by higher rates, was by far the worst performing S&P sector today. Today is Super Tuesday. The polls will begin closing at 7 PM eastern time. A total of 595 Republican delegates are up for grabs in 11 states of the 1,237 needed to clinch the GOP nomination in 11 states; Donald Trump is expected to win 10 of the 11 states, with a close race in Texas, where Ted Cruz holds the lead. Sanders and Clinton are facing off …