Financial Review

1Q Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-29-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…March and first quarter wrap up. Consumer sentiment still high, spending moderates. Emoluments. Trump v. Amazon. Windows to clouds. Financial Review by Sinclair Noe for 03-29-2018

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Financial Review

And Bounce

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-26-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rebound on hopes of no trade war. Facebook under fire. Google facing Euro breakup. Remington BK. No crypto tweet. NY Fed’s Dudley bankers need to stop rewarding bad behavior. Financial Review by Sinclair Noe for 03-26-2018

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Financial Review

Diminished Expectations

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-31-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…State of the Uniom review. Fed FOMC, Yellen’s last. ADP jobs beat. Earnings: Microsoft, Facebook, AT&T, Qualcomm, Boeing. Financial Review by Sinclair Noe for 01-31-2018

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Financial Review

The Parade Passing By

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..House barely passes budget, now the fighting starts. Opioid emergency, not a national emergency. ECB cuts QE but rates will be lower for longer. A parade of big tech earnings: Amazon, Alphabet, Microsoft, Intel. Plus: UPS, Ford, etc., etc. Financial Review by Sinclair Noe for 10-26-2017

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Financial Review

Boring Record Highs

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P and Nasdaq just keep hitting records. Trump talks tax cuts and welfare reform. Iraq squashes Kurdish independence. Madrid squashes Catalan independence. Netflix beats. Nordstrom’s won’t go private. SCOTUS to review Microsoft and AmEx. Financial Review by Sinclair Noe for 10-16-2017

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Financial Review

Sparring

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-20-2017.mp3Podcast: Play in new window | Download (Duration: 11:25 — 6.5MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq and Russell hit new records. Emerging markets continue a streak. ECB holds steady and slightly dovish. Leading economic index jumps. CBO scores BCRA – ugly. AZ loses jobs in June. Earnings season: Microsoft hits a record high. Visa strong. EBay stumbles. Amazon will carry Kenmore. Financial Review by Sinclair Noe for 07-20-2017

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Financial Review

A Tale of Two Markets

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-16-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Record high for Nasdaq. Markets look past White House dysfunction. Tech and everything else. China is a worry. Housing starts tick down. Industrial production picks up. Ford – job cuts are number one. Home Depot beats on earnings but the rest of retail sucks. Cyber-attack blame game. Pirates of the box office.   Financial Review by Sinclair Noe for 05-16-2017

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Financial Review

A Deluge and an Eclipse

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-27-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Earnings flood: Alphabet, Amazon, Microsoft, Intel, Starbucks, UPS, Ford, American Air, Southwest, etc. ECB holds steady. Trump will stay in Nafta. West Virginia moves to renewables. An eclipsing stamp. Financial Review by Sinclair Noe for 04-27-2017

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Financial Review

The Mark Inside

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-27-2017.mp3Podcast: Play in new window | Download (Duration: 12:08 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Nasdaq record high. VIX multi-year low. 4Q GDP 1.9%. 2016 GDP 1.6%. Room to grow. Lucha Libre: Trump v. Slim. PM May comes a begging.  UBS redemptions. Sears fading away. Iranian tankers sail. Happy New Year. Financial Review by Sinclair Noe for 01-27-2017

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Financial Review

Dow 20K Redux

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-26-2017.mp3Podcast: Play in new window | Download (Duration: 12:01 — 5.5MB)Subscribe: Apple Podcasts | Android | RSS…..Another record high close for the Dow. Earnings reporting in full bloom. J&J buys Actelion. Oprah ends world hunger. Jobless claims up. New home sales down. Tomorrow 4Q GDP. More on the wall. Mexico cancels meeting. Financial Review by Sinclair Noe for 01-26-2017

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