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
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Nasdaq record high close. Dollar gains. Greece on the edge of… China’s reserve slip. US trade deficit grows. US consumer credit inches up. CoreLogic home price index jumps. JOLT survey – openings flat, quits down. Betsy Devos confirmed. Army goes ahead with Dakota Access Pipeline. A gift for big oil. 9th Circuit hears arguments for travel ban. Oil prices down. GM workers finally catch a break. Apple number one in phone sales. Financial Review by Sinclair Noe for 02-07-2017
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Stock market hits support and bounces. China’s export paint an ugly picture. Government workers quit. Oil inventories up. US strikes Yemen. Losses from Hurricane Matthew, and more coming. Earnings news. Deutsche hiring freeze. HP layoffs. Amazon hiring for holidays. Facebook-Alphabet lay cable to Hong Kong. The gig is up at Uber. Dylan really is a poet. Financial Review by Sinclair Noe for 10-13-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks hit highs. More job openings. Beige remains modest. Fed still jawbones. Apple Event Day, whoopee. Hanjin dead to irons. Ackman’s big burrito. Apache’s big find. Mylan’s big price gouge bites back. HSBC violates parole. Goldman’s political games. Financial Review by Sinclair Noe for 09-07-2016
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_1-03-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSStocks turn positive. A big water problem that won’t be resolved. Brazil has the most fascinating corruption.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-09-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 02-09-2016 DOW – 12 = 16,014 SPX – 1 = 1852 NAS – 14 = 4268 10 Y – .01 = 1.73% OIL – 1.41 = 28.28 GOLD – .20 = 1189.80 Japanese stocks crashed 5.4%, making for the biggest daily drop since June 2013. The sell-off has the Nikkei hovering near a 16-month low.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-12-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 01-12-2016 DOW + 117 = 16,516 SPX + 15 = 4658 NAS + 47 = 4685 10 Y – .06 = 2.10% OIL – .67 = 30.74 GOLD – 7.70 = 1087.50 The recent sell-off on Wall Street has some of the investment banks worried. For the past 7 years, JPMorgan Chase has seen every dip in the market as a buying opportunity. Now they are changing their tune and advising clients to sell any rally. A report from JPMorgan’s chief equity strategist cites several areas that are raising red flags, including: deteriorating technical indicators, expectations of anemic corporate earnings combined with the downward trajectory in U.S. manufacturing activity and a continued weakness in commodities, with oil dropping under $20 a barrel. RBS, the Royal Bank of Scotland, says investors face a “cataclysmic year” where stock markets could fall by up to 20% and oil could slip as low as $10 a barrel. In a note to its clients the bank said: “Sell everything except high quality bonds. This is about return of capital, not return on capital. In a crowded hall, exit doors are small.” It said the current situation was reminiscent of 2008, when the collapse of the Lehman Brothers investment bank led to the global financial crisis. This time China could be the crisis point. Goldman Sachs is warning that global stock markets may get worse. …
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-12-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 11-12-2015 DOW – 254 = 17,448 SPX – 29 = 2045 NAS – 61 = 5005 10 YR YLD – .02 = 2.32% OIL – 1.28 = 41.65 GOLD – 1.70 = 1085.50 SILV – .11 = 14.34 Crude oil fell below $42 a barrel, its lowest price since August, while copper, gold and silver reached six-year lows. Energy, mining and metals companies fell. Caterpillar, Exxon Mobil and Chevron had the biggest losses in the Dow Jones Industrial average. The Dow and the Standard & Poor’s 500-stock index are now negative for the year. The Energy Information Administration just released its latest weekly look at the US oil market, and it shows that US crude stockpiles are just 3 million barrels off the record 490 million barrel record in April. Crude stockpiles grew by 4.2 million barrels last week. A private report released Wednesday had shown an even larger increase. The biggest factors have been a slowdown in demand, and China’s slowdown is a big part of that equation. Meanwhile, oil producers just keep pumping; US shale production has slowed and will likely slow more, even though it remains stubbornly high; OPEC refuses to cut production and the more oil prices fall, the faster they pump. Prices for copper and other commodities were slumping as investors anticipated that the dollar would become even stronger. The price of …
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-16-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 10-16-2015 DOW + 74 = 17,215 SPX + 9 = 2033 NAS + 16 = 4886 10 YR YLD un = 2.02% OIL + .88 = 47.26 GOLD – 5.70 = 1178.70 SILV – .09 = 16.13 World markets extended a rally that has added $4.1 trillion to global equities this month, following a slew of weak economic reports that have dashed expectations for a Fed rate hike in 2015. European stocks are up, and Asian stock markets added to the gains which saw equities close at two-month highs; the Shanghai Composite gained 6.5% for the week. After a rebound yesterday, Wall Street recorded its third straight winning week. The Dow and S&P were up just under 1% on the week; the Nasdaq was up 1.7%. The rally over the past three weeks has been very narrow, as two thirds of the stocks on the S&P 500 are still below the 200-day moving average. Historically, October may be one of the worst months for stocks, but not in recent years and not so far this month. Industrial production fell 0.2% in September, in line with expectations, and capacity utilization declined. The only major market group to post a gain in September was consumer goods. Capacity utilization fell to 77.5% from an upwardly revised 77.8% in August, a bit above the 77.4% expected. Consumer sentiment rose in October …