Financial Review

Death by a Thousand Cuts

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..S&P and Nasdaq close at records. Repeal and replace is dead. Repeal only is dead. What next? NAR shows more foreign real estate buyers. Home builder confidence slips. Would you pay for Made in USA? California extends cap and trade. Bank of America and Goldman Sachs post earnings. Financial Review by Sinclair Noe for 07-18-2017

READ MORE →
Financial Review

Not Happening

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..McCain is sick, healthcare legislation is sicker. Blackrock disappoints. Netflix grows subscribers. FAANG leads market but soft on earnings. China’s predictable GDP. Brexit begins. Can’t find the paperwork on student loans. Made in America. Financial Review by Sinclair Noe for 07-17-2017

READ MORE →
Financial Review

Hippity Hoppity

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-17-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Markets bounce after a couple of weak weeks. GDP forecasts slip. Earnings season kicks into gear. Where will earnings come from? Eurozone and emerging markets. Mnuchin: tax reform “not realistic”. United tops earnings forecast. Netflix beat earnings but missed on subs. HCA, not enough emergencies. Financial Review by Sinclair Noe for 04-17-2017

READ MORE →
Financial Review

Mind the Gap

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

READ MORE →
Financial Review

November Wrap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-30-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..A November to remember as stocks hit records and bonds bleed. OPEC agrees to production cuts – oil soars. ADP says 216k new jobs. Consumer spending rose, inflation not so much. Beige Book confirms Fed rate hike. Mnuchin and Ross picked for Treasury and Commerce. Carrier keeps half of workers in Indiana. Lucid has big plans for Casa Grande. Financial Review by Sinclair Noe for 11-30-2016.

READ MORE →
Financial Review

Inflation and a High Pressure Economy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Inflation creeps forward. The Fed an inflation. Social Security benefits will increase 0.3% – don’t spend it all in one place. First time home buyers actually exist. Netflix crushes earnings. IBM, Goldman Sachs, United Health, and J&J beat. Fund managers go to cash. Financial Review by Sinclair Noe for 10-18-2016

READ MORE →
Financial Review

Fed Talk & Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..The Battle of Mosul. Yellen looks at a high pressure economy. Rosengren fears inflation. Fischer fears recession. Factory output inches up. Earnings season: BofA beats, Netflix crushes, IBM still bleeding. No Apple car. Tesla and Panasonic to build solar. Samsung goes small in chips. The beginning of the end of HFCs. Financial Review by Sinclair Noe for 10-17-2016

READ MORE →
Financial Review

Seven Straight

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMore record highs on Wall Street. Earnings season points to earnings recession. Homebuilders are confident. Softbank buys ARM Holdings, and other merger news. VW will pay dealers. Fiat may face fraud charges.   Financial Review by Sinclair Noe for 07-18-2016

READ MORE →
Financial Review

Good Friday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAR_NOE-SEG_1-03-25-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSMarkets closed today. GDP revised slightly higher. More on Arizona’s election fraud.

READ MORE →
Financial Review

Moderate to Mixed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFinancial Review by Sinclair Noe for 03-02-2016   DOW + 34 = 16,899 SPX + 8 = 1986 NAS + 13 = 4703 10 Y + .01 = 1.85 OIL + .40 = 34.80 GOLD + 7.80 = 1240.50   Today the equity markets were regaining their footing after a big move yesterday. Treasury yields rose as job market data reinforced the view that the Federal Reserve will raise interest rates later this year. Crude fell below $35 a barrel after earlier hitting a two-month high. Government data showed inventories rose by 10.4 million barrels to 518 million in the week to Feb. 26, almost triple the 3.6 million-barrel increase expected by analysts. Asian stocks rose overnight to a two-month high with Japan’s and China’s main indexes both up more than 4 percent.   The European Central Bank will review its stimulus next week against a background of heightened economic risks and weaker-than-expected inflation. ECB President Mario Draghi sent a letter to European lawmakers underlining the bank’s readiness to use all its tools to drive up prices. The Eurozone slid back into deflation in February, driving the ECB further from its inflation target of just below 2%.   Moody’s Investors Service has lowered the outlook on China’s credit rating from stable to negative. Moody’s writes: “Without credible and efficient reforms, China’s GDP growth would slow more markedly as a high debt burden dampens business investment.” Moody’s current Aa3 …

READ MORE →