Financial Review

Thankyou

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Waiting on the FOMC and then a Brexit vote. Supremes say no fresh start for Puerto Rico. Microsoft gets LinkedIn. Apple announced new stuff, meh. Theranos kaput. Goldman Sachs’ continuing criminal enterprise. AT&T and Citi fight over thank you. Financial Review by Sinclair Noe for 06-13-2016

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Financial Review

The Radical and Necessary Notion

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS1Q GDP revised up to 0.8%; economy slogs along. Yellen hawkish, with an oops. Why G7? Why Sears? Philips turns out the lights. ACLU-MSFT tag team for 4th Amendment. Obama in Hiroshima. Financial Review by Sinclair Noe for 05-27-2016

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Financial Review

Java for All

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSPending home sales increase, durable goods orders increase, jobless claims decrease. Google beats Oracle and retains dominion over the Android kingdom. Microsoft and Facebook lay cable. The French protest. American Airlines doth protest too much. Takata? Why? Financial Review by Sinclair Noe for 05-26-2016

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Financial Review

ECB Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSECB holds on to ultra-loose policy, earnings season, strange moves in commodities, VW will pay for un-clean diesel, nobody invests anymore. Financial Review by Sinclair Noe for 04-21-2016

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Financial Review

WWTD?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSConsumer prices flat, jobless claims down, big banks earnings not as bad as expected, and Deutsche Bank admits the fix is in. Financial Review by Sinclair Noe for 04-14-2016

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSConsumer spending barely budges, income inch higher, inflation is alive. The FBI learns how to hack Apple.

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Financial Review

Cat Herders in the Oil Patch

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-28-2016   DOW + 125 = 16,069 SPX +10 = 1893 NAS + 38 = 4506 10 Y – .02 = 1.99% OIL + 1.43 = 33.73 GOLD – 9.70 = 1116.00   The story of the day was oil, and it made for another ridiculous day of trading, dragging stocks up and down in its wake. Oil rose as much as 7.8% after Russia’s energy minister said that OPEC and other producers may meet to discuss output. Then, OPEC delegates said no talks were planned and oil prices floated back down to earth. OPEC is comprised of countries that rely on oil to fund national budgets. So, low oil prices have resulted in national deficits and desperate times. Several countries would probably welcome production cuts that might lead to higher prices but then you have Iraq pumping like never before; and then add Iran to the mix.   Iran has put the finishing touches on a deal to buy over 100 Airbus passenger jets. Iranian President Hassan Rouhani is in Europe, trying to revive business ties. Rouhani visited Italy with a 120-member delegation of business leaders and cabinet ministers, signing a raft of deals. The shopping trip then moved to France to buy planes. Peugeot is also scheduled to meet with the group. All those planes and cars cost money. Iran will be adding to production, not cutting.  …

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Financial Review

Easy to Spot Winners

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-22-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-22-2015 DOW + 320 = 17,489 SPX + 33 = 2052 NAS + 79 = 4920 10 YR YLD un = 2.03% OIL + .18 = 45.38 GOLD – .80 = 1166.90 SILV + .16 = 15.94     European Central Bank policymakers are meeting today in Malta. ECB President Mario Draghi announced no change to interest rates or asset purchases, but he warned that emerging markets are hurting Eurozone growth prospects, and he hinted the central bank may lower the deposit rate further or expand its quantitative easing at its December meeting. Markets just love an accommodative central bank.   The European Economics Commission says “Greece has done a certain number of reforms, and we are going to give them money, €3 billion-euro in all,” and in the course of November, December, the commission will deal with the issue of the recapitalization of Greek banks and Greek debt.”     Chinese stocks recovered today as the People’s Bank of China added liquidity to the market. After the close on Wednesday, the PBOC injected $16.6 billion into 11 financial institutions via medium-term lending facilities. Meanwhile, the government’s anti-corruption campaign continues with a crackdown on golf, considered a lavish extravagance. Or in my case, cruel punishment.   New applications for U.S. unemployment benefits inched up by 3,000 to 259,000 in the week ended Oct. 17. This is the first gain after …

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Financial Review

Low Price Leader

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-14-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-14-2015 DOW – 157 = 16,924 SPX – 9 = 1994 NAS – 13 = 4782 10 YR YLD – .07 = 1.98% OIL – .37 = 46.29 GOLD + 15.40 = 1185.30 SILV + .22 = 16.22   Retail sales rose a seasonally adjusted 0.1% in September. Auto sales were strong, up 1.7% last month. Sales at gas stations were down 3.2% because gas prices were lower. Sales fell at Internet retailers, general stores, home centers, groceries and outlets that sell appliances and electronics. Sales rose at restaurants. Excluding autos and gas, sales were flat. Retail sales have risen 2.4% in the past 12 months, though the gain is a healthier 4.9% if gasoline is omitted.   The producer price index, which measures prices at the wholesale level, fell 0.5% last month. In September the wholesale price of gas sank almost 17%, marking the sharpest decline since January. That drove down the overall cost of goods by 1.2%. The cost of services also fell by 0.4% last month, the biggest decline since February. Core producer prices, excluding the volatile categories of food, energy and trade fell a smaller 0.3% in September. Over the past year, overall producer prices have fallen an unadjusted 1.1%.   Inventories at U.S. businesses were flat in August. Business sales fell 0.6% in August, the biggest drop since January. The inventory-to-sales ratio, an …

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Financial Review

The Best Story

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-06-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-06-2015 DOW + 13 = 16,790 SPX – 7 = 1979 NAS – 32 = 4748 10 YR YLD – .02 = 2.03% OIL + 2.78 = 49.04 GOLD + 11.70 = 1148.60 SILV + .22 = 15.99   The U.S. trade deficit increased to a five-month high of $48.3 billion. The trade gap was 15.6% higher compared to a revised $41.8 billion deficit in July. U.S. exports dropped 2%;  exports have fallen 6% compared to one year ago, hurt by a rising value of the dollar that’s made American goods and services more expensive overseas. Most other economies are not performing as well as the U.S. and that’s also limiting demand.   A slowdown in emerging markets driven by weak commodity prices forced the International Monetary Fund to cut its outlook for global growth this year to 3.1 percent from a July forecast of 3.3 percent. Next year the world economy is expected to expand 3.6 percent, less than the 3.8 percent projected in July. Brazil and Russia’s economies are contracting, Japan and the euro area are struggling, and long-time growth engine China is decelerating. The IMF advised emerging markets to be ready for the U.S. to tighten monetary policy, urged advanced economies to address “crisis legacies” and suggested nations consider the “compelling” case for public infrastructure investment at a time of very low long-term interest rates. The G-20 meets this …

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