Financial Review

In the Wake of the Storm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Harvey moves on leaving a mess in its wake. Tax reform and deficit spending in Washington. Inflation, soft-flation, stagflation. Net neutrality, anybody? Anybody? Wells Fargo, again. Financial Review by Sinclair Noe for 08-31-2017

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Financial Review

Doves Fly

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-12-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow record high. Yellen says rates won’t have to rise all that much further. Bonds also move higher. Emerging markets also move higher. Beige Book sounds more upbeat. Bank of Canada boosts rates. Mortgage apps fall. Google wins case in France. Lula guilty in Brazil. Financial Review by Sinclair Noe for 07-12-2017

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Financial Review

Quick Shock

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street shocked by Junior’s email chain. McConnell tries to rally support for BCRA. Still to come a budget and tax reform. Seattle raises income tax. Traders look to bank earnings. Small biz sentiment slips. JOLT shows strong labor market. Waiting on Yellen testimony. Net neutrality and an internet-wide day of action. The best deals around. Financial Review by Sinclair Noe for 07-11-2017

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Financial Review

Black Hole Sun

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..The panic passes. Washington settles in for a long slog. Wall Street reassess risk. Brazil bribery probe. Walmart shows retailers still alive. Alibaba buy back. Happy B’day FB. Net neutrality dies.   Financial Review by Sinclair Noe for 05-18-2017

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Financial Review

Devil in the Detail

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-26-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Tax cut plan unveiled, or at least a rough draft. House takes another stab at repeal and replace of Obamacare. Possible order to withdraw from Nafta. FCC plans to kill the open internet. 100 senators briefed on North Korea. Financial Review by Sinclair Noe for 04-26-2017

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Financial Review

Big Stuff

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS  …..Macron v. Le Pen; Ce n’est pas terminé jusqu’à la fin. Big tax reform stuff on Wednesday. Big North Korea stuff tomorrow. Big net neutrality stuff Wednesday. Big government shutdown possible on Friday. Small 1Q GDP on Friday. Fewer bank branches in your future. Albertsons hunting Whole Foods. iHeart failure. Steve Ballmer has built a really big database. Financial Review by Sinclair Noe for 04-24-2017

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Financial Review

1Q in the Can

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-31-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..First quarter wrap-up. PCE inflation on the rise – tops Fed target. Consumer spending inches up, but we lost spending power due to inflation. Consumer sentiment very strong. Telecoms bow to consumers over privacy, but net neutrality on the horizon. Airbus and Boeing unveil new planes. SpaceX reuses its rocket. Highways crumble in Atlanta. Financial Review by Sinclair Noe for 03-31-2017

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Financial Review

What Are the Odds?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  German 10 year bonds go negative. Brits say they want to leave. Investors go to cash. Shoppers shop. FOMC conclave. Net neutrality survives. Financial Review by Sinclair Noe for 06-14-2016

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Financial Review

Understanding Global Banking

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-11-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 38 = 18,039 SPX + 3 = 2130 NAS + 5 = 5082 10 YR YLD – .10 = 2.38% OIL – .87 = 60.56 GOLD – 3.60 = 1183.00 SILV + .02 = 16.13     Retail sales rose 1.2% in May on a seasonally adjusted basis.  Auto dealers and gasoline stations posted the strongest sales, but most major retail segments saw healthy gains. What’s more, sales in April and March were stronger than initially reported. Sales at auto dealers rose 2%; the auto sector generates about one-fifth of all retail spending. Sales were up 3.7% at gasoline stations as the price of fuel crept higher. Even if autos and gasoline are excluded, retail sales rose a healthy 0.7%.   Separately, the Federal Reserve reports household debt grew just 2.2% in the first quarter, as a 0.3% fall in mortgage debt offset a 5.6% rise in auto loans, student loans and credit cards. At the same time, real estate value increased by $411 billion. The net effect is that household net worth jumped $1.6 trillion. Meanwhile, corporate debt grew at a 7.2% seasonally adjusted annual rate in the first quarter as businesses pile on debt before a possible Fed rate increase.   The number of US workers who applied for unemployment benefits in the first week of June edged up by 2,000 to 279,000. Claims have been below …

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Financial Review

Slow to Patch

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-15-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 75 = 18,112 SPX + 10 = 2106 NAS + 33 = 5011 10 YR YLD un = 1.90% OIL + 2.67 = 55.96 GOLD + 9.60 = 1202.50 SILV + .18 = 16.41   The Federal Reserve reports industrial production dropped 0.6% in March. The biggest drop since August 2012. For the first quarter, industrial production was down at 1% annual rate, the first quarterly decline since the end of the recession.   The National Association of Home Builders/Wells Fargo index of home builder confidence increased to 56 in April from 52 in March. Readings over 50 indicate that more builders see sales conditions as good rather than poor. All three components of the index improved in the month: sales expectations, buyer traffic, and the component gauging current sales conditions all moved higher.   China grew at its slowest pace last quarter since the global financial crisis in 2009; GDP expanded 7% in the three months to March from the year ago period, down from 7.3% the prior quarter. Retail sales and industrial output data broadly missed expectations, however, with the latter expanding at the slowest pace since 2008.   Japan overtook China as the top foreign holder of US government debt for the first time since the global financial crisis. Each country holds a little more than $1.22 trillion in US Treasuries, but Japan has about …

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