Financial Review

Face Mask Shortage

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Repeal replaced by plans that won’t pay. Trump tweet-attacks Puerto Rico. Death toll climbs. Worst wildfire in California history. JPM, C report earnings and prep for defaults. AT&T and cord cutters. PPI pops. Equifax again – seriously. Financial Review by Sinclair Noe for 10-12-2017

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Financial Review

Complacency Abounds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P, Russell close at record highs. Retail sales fell in June. CPI shows inflation flatline. Industrial production up. Consumer sentiment is strong now but the future sucks. Big 3 banks report earnings, topping profit estimates and dropping on the news. Waiting on a health care bill Financial Review by Sinclair Noe for 07-14-2017

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Financial Review

Earnings Reporting Season Kicks Off

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..JPM, WFC, and C all report. Producer prices flat, but up for the year. Consumer sentiment to 17 year high. Oil inventories increased. Iron Ore free fall. Electricity use is in long-term downtrend. Canada goes to pot. Financial Review by Sinclair Noe for 04-13-2017

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Financial Review

Take 63

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Trade deficit falls. China-US trade talks this week. Infrastructure talk, look for a package in May. Carbon tax and VAT? Repeal pre-existing conditions. Retail sector slide. Fed Prez Jeffrey Lacker resigns. JPMorgan annual letter to shareholders – there is “something wrong” with the country. Financial Review by Sinclair Noe for 04-04-2017

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Financial Review

21K

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..New record highs. Dow tops 21k. Short squeeze? Trump spake. Fed Beige Book is modest to moderate. PCE closes in on 2%. ISM manufacturing jumps. YouTube TV will destroy cable – resistance is futile. Fidelity goes low. Best Buy bested. Wells Fargo soft pedaled bogus accounts. JPMorgan can’t lose. Financial Review by Sinclair Noe for 03-01-2017

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Financial Review

Uncertain

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Brexit will hurt. EU will keep Russian sanctions. Tech against immigration ban. Fiduciary rule and Dodd-Frank not really dead. When central banks stop buying bonds. JPMorgan on Chinese bonds. US adds oil rigs. Hudson’s Bay considers Macy’s. Earnings season rolls on: Tyson, Toyota, Hasbro. OK Google, turn off the commercial.   Financial Review by Sinclair Noe for 02-06-2017

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Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks trade in very narrow range. CPI at 2.1%; the rent’s too high. The Fed talks rate increase. Beige Book optimism. BIS says QE doesn’t help Main Street – duh. HSBC, Paris. JPMorgan targeted minorities and women – 2 suits. American Airlines launches Sub-Cattle Class. Essilor buys Luxottica. Target misses. Navient bad news for student loans. Bookies on the inaugural speech. 2016 the hottest year ever, again. Financial Review by Sinclair Noe for 01-18-20017

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Financial Review

Worse for Our Kids

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-13-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Retail sales for the holiday – big gains online. PPI surge. House votes to repeal Obamacare. Earnings season kicks off with strong bank earnings, except for Wells Fargo. Fiat Chrysler bounces. VW execs should stay home. Space X launch. EPA says CAFÉ standards moved up. CVS competes with Mylan EpiPen. Millennials lag. Financial Review by Sinclair Noe for 01-13-2017

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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

Thus Spake Yellen

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Retail sales rebound. Consumer sentiment dips – blame the election, it is driving us crazy. PPI up. Treasury tackles earnings stripping. Janet Yellen on the grand experiment of economics and the path forward. Earnings: JPM (zero systemic problems but billions in fines), C, WFC (Ohio puts Wells Fargo on probation). A faster server. Financial Review by Sinclair Noe for 10-14-2016.

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