Financial Review

Feb. 21, 2019 Links

What we are reading today. The Mueller Report Is Coming. Here’s What to Expect. – New York Times. A lot of people are going to be upset; we just don’t yet know which side. Robert Mueller’s “collusion” case so far, explained – Vox. Too far or not far enough. BAML: Investors are freaking out about the rising prospect of a global recession. – Business Insider. The biggest fear for credit investors. The trigger? Maybe that Commerce Dept is expected to report that foreign car imports pose a national security threat and might be subject to tariffs. Autos, planes boost durable-goods orders in December, but growth was invisible outside of transportation – Marketwatch. If cars and planes are stripped out of the equation, orders rose just 0.1%. So, yes, tariffs on cars would probably lead to a global recession. Leading index for U.S. economy falls in January, but there’s a catch – Marketwatch. Incomplete data due to government shutdown. JP Morgan economists now see the economy growing at just 1.5% pace this quarter – CNBC. Following the fourth quarter’s sluggish 1.4 percent pace. Bad economic news is bad for the stock market again with the Fed already on hold – CNBC.  The “put” is not in play while the Fed hits pause. The Supreme Court Just Stopped Local Sheriffs From Carjacking to Pay the Bills – Yahoo. The 14th Amendment’s excessive fines and the 8th Amendment’s due process kill the local sheriff’s slush fund. The bizarre election fraud hearings that could …

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Financial Review

Feb 20, 2019 Links

What we are reading: CNN: DOJ preparing to announce end of Mueller probe as soon as next week – The Hill. Intimidation, Pressure and Humiliation: Inside Trump’s Two-Year War on the Investigations Encircling Him – New York Times. It is still obstruction, even if it is public. Stock market’s post-Fed-minute dip fails to hold, as central bank seen split on policy strategy – Marketwatch. Split on rate hikes but near unanimous to stop reducing balance sheet. How High-Speed Rail Got Caught Between Newsom and Trump – New York Times. 16 states sue to stop Trump from using Emergency Powers to build wall – Alltop. Gold steady near 10-month high; palladium hits record level – Reuters. Canary in the gold mine? Elections Commission Chief Uses the “Nuclear Option” to Rescue the Agency From Gridlock – Mother Jones. The agency’s chair says she won’t allow its lawyers to defend it when it’s sued. Wait, we have an elections commission? What to Watch for During the Catholic Church’s Sex-Abuse Meeting – The Atlantic.

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Financial Review

Buckle Up

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks bounce. Brexit ministers resign. Fed monitors global growth. Oil signals slowdown. Mueller’s quiet time is over. NYT blasts Facebook. Earnings watch: Walmart, Nvidia, JC Penney, Nordstrom, Applied Materials, Sonos. GE’s bond problem. Financial Review by Sinclair Noe for 11-15-2018

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Financial Review

Seventy-Seven

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-17-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Small caps hit another record. Yields continue march higher. Homebuyers rush for deals. EU angry with Trump. China turns to Russia for soybeans. Mueller probe anniversary. CBS v. Redstones. Kroger-Ocado. Paypal-iZettle. Wells Fargo, again. Financial Review by Sinclair Noe for 05-17-2018

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Financial Review

Headline Trading

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on kind words from Xi. Mueller in the crosshairs. Wagging the dog in Syria. Facebook theater. And oil moves higher. Financial Review by Sinclair Noe for 04-10-2018

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Financial Review

Ides of March

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-15-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Mueller subpoenas Trump Organization. Treasury sanctions Russian trolls. iHeart BK. Winn-Dixie BK. Congress wants to make life easier for bankers. Wells Fargo, again… Financial Review by Sinclair Noe for 03-15-2018

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Financial Review

Ever-Flowing Streams

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-01-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Mike Flynn pleads guilty, will roll over. Tax bill vote cometh right soon. Otherwise, a slow news day.   Financial Review by Sinclair Noe for 12-01-2017

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