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: iTunes | 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
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: iTunes | 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
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: iTunes | 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
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: iTunes | 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
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: iTunes | 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
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: iTunes | 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.
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSNew record high close. Band of England no change. Earnings reporting season. PPI up. Unemployment claims unchanged. New home sales up. Line Corp IPO. Google antitrust in EU. FCC opens up a 5G world. Financial Review by Sinclair Noe for 07-14-2016
http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSRetail sales and wholesale prices dropped; JPMorgan earnings aren’t as bad as they could have been, but 5 big banks failed the “living will” test. Verizon workers on strike. Congress just can’t get the job done. Peabody files for bankruptcy. A break on student loans. Financial Review by Sinclair Noe for 04-13-2016
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_1-02-23-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 02-23-2016 DOW – 188 = 16,431 SPX – 24 = 1921 NAS – 67 = 4503 10 Y – .02 = 1.75 OIL – 2.09 = 31.30 GOLD + 17.10 = 1226.40 The G20 is meeting this weekend in Shanghai. The US will call on G20 countries later to use fiscal policy in order to boost global demand. American officials will also urge all members to refrain from manipulating exchange rates for competitive purposes, in line with existing G20 commitments. The world’s oil giants were meeting today. At a conference in Houston, Saudi oil minister Ali Al-Naimi, considered the world’s most powerful energy policymaker, said production cuts will not happen. Last week, Saudi Arabia, Russia, Qatar and Venezuela proposed a freeze that would cap production at January levels. But Naimi said: “Freeze is the beginning of a process, and that means if we can get all the major producers to agree not to add additional balance, then this high inventory we have now will probably decline in due time. It’s going to take time. It is not like cutting production. That is not going to happen because not many countries are going to deliver even if they say they will cut production, they will not deliver. So there is no sense in wasting our time seeking production cuts.” Global production is projected to be 95 million barrels a day in …