Financial Review

Cookies in Bulk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Dow hits another record. Senate unveils BCRA version 2.1 – it just keeps getting worse. Steel tariffs? Paris Accord? Yellen Day 2 on Capitol Hill and the Fed’s third mandate. Financial Review by Sinclair Noe for 07-13-2017

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Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

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Financial Review

Quick Shock

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Wall Street shocked by Junior’s email chain. McConnell tries to rally support for BCRA. Still to come a budget and tax reform. Seattle raises income tax. Traders look to bank earnings. Small biz sentiment slips. JOLT shows strong labor market. Waiting on Yellen testimony. Net neutrality and an internet-wide day of action. The best deals around. Financial Review by Sinclair Noe for 07-11-2017

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Financial Review

3 Things

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS….Janet Yellen’s semi-annual testimony before Congress, another attempt to pass a replacement to Obamacare, and Amazon Prime day. Model 3 rolls off the line. CFPB will ban mandatory arbitration clauses. Financial Review by Sinclair Noe for 07-10-2017

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Financial Review

Delayed Not Dead

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trumpcare Senate vote delayed for lack of support. Fedspeak: Yellen says valuations rich, Fischer says P/E is high, Williams says stock market is running on fumes. IMF throws shade on Trump. Case Shiller – home prices pull back. Google gets EU’s biggest fine. Ransomware attack goes global. Brazil’s president criminally charged. Financial Review by Sinclair Noe for 06-27-2017

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Dow hits another record. Fed raises interest rates 25 basis points. Plans to shrink balance sheet. CPI shows inflation stalled. Oil prices fall. Retail sales drop. Business inventories slip. Financial Review by Sinclair Noe for 06-14-2017

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Financial Review

April Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Economy adds 211,000 jobs last month. Unemployment rate drops to 4.4%. U6 drops to 8.6%. Wages up 2.5% YoY. 79th straight month of job growth. Financial Review by Sinclair Noe for 05-05-2017

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Financial Review

Call It Neutral

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Fed moves to sustainability mode. Earnings season sighted. Wells Fargo still too stupid after 113-page report. Libor audio tapes implicate the Bank of England. Barclays CEO targets whistleblower. Swift-Knight. AT&T pays for 5G. And Gorsuch makes 9. Toyota’s All-American car plant. Tesla tops GM. Financial Review by Sinclair Noe for 04-10-2017

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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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Financial Review

When Others Are Greedy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Another Dow record, barely. What’s sparking the rally. It’s a mess, except it isn’t. Optimism abounds. Fed sees strengthening economy. Philly Fed Mfg Survey at 33 year high. Housing starts down but permits up. Jobless claims still look strong. $16 billion for an app – Snap. Oil higher. OPEC is cutting but US is exporting. Biggest coal plant in the west slated to close.   Financial Review by Sinclair Noe for 02-16-2017

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