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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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: Apple Podcasts | 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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Financial Review

5 Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-15-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record highs, again for Dow, S&P, Nasdaq, and Russell.  CPI up on higher gas; + 2.5% over past year. Strong retail sales in January. Empire State MFG report strong. Yellen goes before the House. Retailers meet Trump, oppose border adjustment tax. Humana pulls out of ACA. Puzder pulls out of labor bid. Bebe won’t pull out of settlements. Time Warner votes “yes”. SoftBank buys FIG. Verizon wants a new deal. Financial Review by Sinclair Noe for 02-15-2017

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Financial Review

Turkey, Again

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Four consecutive sessions with record highs. Yellen delivers Humphrey-Hawkins testimony. Labor market good, inflation warming; rate hikes are live; Dodd-Frank did not destroy lending. PPI jumps in January and 1.6% past 12 months. Flynn resigns. Mnuchin confirmed. Damn Oroville Dam. Aetna-Humana and Cigna-Anthem prove breaking up is hard to do, and costly. Hologic buys Cynosure.Burger King-Tim Hortons-Popeyes. PSA-Opel. Samsung’s Jay Y. Lee arrest warrant. Apple is really big and a 10th anniversary iPhone 8 is right around the corner. Financial Review by Sinclair Noe for 02-14-2017

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..CPI shows inflation. Jobless claims plummet. AZ unemployment dips. Yellen says rate hike relatively soon. The Minneapolis Plan to avoid another bank bailout and break up the big banks (that’s a bonus). Abe in search of a transition team. Tesla-Solar City – done deal. SpaceX satellite plan. Citi Australia goes cashless. JPMorgan’s Chinese bribe. Wells Fargo loses customers. Valeant-Philidor execs arrested. Ford in India. Financial Review by Sinclair Noe for 11-17-2016

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Financial Review

Fed Talk & Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..The Battle of Mosul. Yellen looks at a high pressure economy. Rosengren fears inflation. Fischer fears recession. Factory output inches up. Earnings season: BofA beats, Netflix crushes, IBM still bleeding. No Apple car. Tesla and Panasonic to build solar. Samsung goes small in chips. The beginning of the end of HFCs. Financial Review by Sinclair Noe for 10-17-2016

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