Financial Review

Crash

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks crash, go figure. PPI rises. Inventories up. CVS-Aetna done deal. Wells Fargo losing customers. Sears in the dustbin of history. Hurricane Michael. Financial Review by Sinclair Noe for 10-10-2018

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Financial Review

Before the Deluge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-12-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks trade in range. Apple’s big yawn. Beige book slightly dovish, but hawks will rule the FOMC. PPI slips. Middle class claws back to 1999. Businesses fight tariffs. Dimon is not running (wink, wink). Flo in the wings. Financial Review by Sinclair Noe for 09-12-2018

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Financial Review

What Wall?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-11-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks fall. Trade war heats up. NATO summit – what wall? Senators flake. Oil tumbles – pick a reason. PPI up. Comcast counters. Financial Review by Sinclair Noe for 07-11-2018

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Financial Review

Sure, Why Not?

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-09-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks higher. Oil higher. Dollar higher. Bond yields higher. PPI barely budges. Cohen selling access? California mandates solar. Earnings rolling in. Financial Review by Sinclair Noe for 05-09-2018

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Financial Review

Down on Trade

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2018.mp3Podcast: Play in new window | Download (Duration: 12:58 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…PPI mild. Retail sales slip. Inventories tighten. China talks retaliation. Theranos fraud. Equifax insider busted. Ford recall Toys R Us closing. Groceries delivered. Happy Pi Day. Financial Review by Sinclair Noe for 03-14-2018

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Financial Review

Go Figure

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-15-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS..Stocks move higher again. PPI shows inflation at the wholesale level. Why the markets seemed to stop worrying about inflation. Financial Review by Sinclair Noe for 02-15-2018

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Financial Review

Back-to-Back Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Dow, S&P 500 and Nasdaq hit record highs again. Third strongest and second longest bull market. Looking for a tax reform plan. Healthcare for none vs. Medicare for all. PPI jumps due to oil. Irma strikes a nursing home. Equifax apology falls flat. Financial Review by Sinclair Noe for 09-13-2017

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Financial Review

Double Dog Dare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Playing chicken with North Korea and stocks fall. How markets respond. Don’t forget tax reform and debt ceiling. Opioid emergency. PPI fell. Retailers slip, mainly. 2016 hottest ever. Financial Review by Sinclair Noe for 08-10-2017

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Financial Review

More Shoes

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-11-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..PPI jumps. Unemployment claims shrink. Ugly day for retail. Waiting for more shoes to drop following Comey firing. Dudley warns against protectionism. Banks are starting to fail, again.   Financial Review by Sinclair Noe for 05-11-2017

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Financial Review

Earnings Reporting Season Kicks Off

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..JPM, WFC, and C all report. Producer prices flat, but up for the year. Consumer sentiment to 17 year high. Oil inventories increased. Iron Ore free fall. Electricity use is in long-term downtrend. Canada goes to pot. Financial Review by Sinclair Noe for 04-13-2017

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Financial Review

Never Ending Pi

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-14-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Waiting on the Fed. Saudis cheat on cuts. PPI pops. Small biz optimism dips. FDIC calls for Glass-Steagall (ish). Low volatility on Wall Street. Neiman Marcus sales. Moneygram sweetener. Goodbye Ruby Tuesday? Brexit coming. Wayne Tracker, CEO. EPA cuts; mayors fight back. Goodenough battery breakthrough. Happy Pi Day. Financial Review by Sinclair Noe for 3.14159…2017

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Financial Review

Worse for Our Kids

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-13-2017.mp3Podcast: Play in new window | Download (Duration: 12:16 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Retail sales for the holiday – big gains online. PPI surge. House votes to repeal Obamacare. Earnings season kicks off with strong bank earnings, except for Wells Fargo. Fiat Chrysler bounces. VW execs should stay home. Space X launch. EPA says CAFÉ standards moved up. CVS competes with Mylan EpiPen. Millennials lag. Financial Review by Sinclair Noe for 01-13-2017

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Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Dow waits for assault on 19,000. PPI unchanged. Industrial production unchanged. Mortgage rates up. Fed ready to hike rates. Bill Gross isn’t buying the Trump Bump. Snapchat files to go public. Amazon goes after knockoffs. Twitter goes after trolls. EU will fine more banksters. SEC finally addresses Flash Crash. Ford still going to Mexico. Playstation Fiesta Bowl. Financial Review by Sinclair Noe for 11-16-2016

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Financial Review

Hat Trick

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSNew record high close. Band of England no change. Earnings reporting season. PPI up. Unemployment claims unchanged. New home sales up. Line Corp IPO. Google antitrust in EU. FCC opens up a 5G world. Financial Review by Sinclair Noe for 07-14-2016

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Financial Review

Fed Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFOMC leaves rates unchanged. No surprise. Brexit scares. PPI inches up. Industrial production inches down. California is #6. BofA fires. Office Depot hires. Coffee best served tepid. Financial Review by Sinclair Noe for 06-15-2016.

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Financial Review

Work Never Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-05-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS  Retail sales inch up, PPI flat, equity outflows, earnings ugly,  crowdfunding next week, and why Americans might never retire. Financial Review by Sinclair Noe for 05-13-2016

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Financial Review

Banks Flunk

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-13-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSRetail sales and wholesale prices dropped; JPMorgan earnings aren’t as bad as they could have been, but 5 big banks failed the “living will” test. Verizon workers on strike. Congress just can’t get the job done. Peabody files for bankruptcy. A break on student loans. Financial Review by Sinclair Noe for 04-13-2016

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Financial Review

Waiting on the Fed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSWaiting and watching weak retail sales, no PPI inflation. The story of a naughty pharma. And 13 million will be washed away.

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Financial Review

Been to the Mountaintop

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-15-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 01-15-2016 DOW – 390 = 15,988 SPX – 41 = 1880 NAS – 126 = 4488 10 Y – .07 = 2.03% OIL – 1.52 = 29.68 GOLD + 10.30 = 1089.80   Let’s start with the good news: US stock and bond markets are closed Monday for the Martin Luther King Jr. holiday.   For the day the Dow dropped 2.4%, the S&P 500 dropped 2.1%, and the Nasdaq lost 2.75%. And even though it was a volatile week, almost all of the damage for the week came in today’s session. The Dow Industrials did take out the September lows but not the August lows of 15,370. The Nasdaq composite knocked out the closing low from August but not the intra-day August low. The S&P 500 hit an intra-day low of 1857, dropping below the August 24th low of 1867. So we should wait for confirmation of a close below 1867 – at which point we have wiped out any reasonable support. The Russell 2000 small-cap index dropped as much as 3.5 percent to its lowest level since July 2013. The major S&P sectors all ended sharply lower. The energy sector dropped 2.87 percent as oil prices fell but the tech sector was the big loser, down 3.1%, with Intel down 9% following a weak earnings report after the close yesterday.   It’s a sea of red all …

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Financial Review

Endless Possibilities

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-15-2015.mp3Podcast: Play in new window | Download (Duration: 13:15 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 3 = 18,050 SPX – 1 = 2107 NAS – 5 = 5098 10 YR YLD – .05 = 2.35% OIL – 1.43 = 51.61 GOLD – 5.90 = 1149.90 SILV –  .28 = 15.19   I think the markets couldn’t quite figure out what to make of today.   In the late 1970s Sen. Hubert Humphrey and Rep. Augustus Hawkins sponsored legislation known as the Full Employment and Balanced Growth Act of 1978. The idea was to set monetary policy to try to achieve the goals of full employment, growth in production, price stability, and balance of trade and the budget. The Act also required the Federal Open Market Committee to report to Congress twice a year, in February and July; we used to call it the Humphrey-Hawkins testimony.   Testimony coincides with the publication of the Fed’s Beige Book, which was released today. The Beige Book cited improving consumer spending, mixed activity for transportation, positive reports on real estate, increasing lending activity, and “modest” wage pressures. The report did reveal trouble spots, such as the strengthening dollar, which led to soft growth around border areas, and the decline in oil and natural gas drilling.   The Humphrey-Hawkins Act expired about 10 years ago; perhaps because the goals of full employment, balanced budgets and balanced trade seem like Utopian pipedreams, but the Fed chair still heads …

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