Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Broadcomm-Qualcomm? T-Mobile-Sprint-nope. Disney-21st Century Fox? Intel-AMD – just working together. Bad news for the tax plan – it has been analyzed. Saudi purge. Financial Review by Sinclair Noe for 11-06-2017

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Financial Review

Inside Bank Earnings

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-19-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Energy prices slip. Stocks weak. Beige Book sees problems with tight labor. Fed policymakers on gradual path to raise rates and trim balance sheet. Earnings season. Morgan Stanley beats Goldman. eBay can’t beat Amazon. Qualcomm bogged down by litigation. AmEx after Costco. Blackrock rules ETFs. Understanding bank earnings. Financial Review by Sinclair Noe for 04-19-2017

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Financial Review

The Wall

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-28-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks hit the wall. Holiday spending figures. Pending home sales drop. Russian sanctions possible. Lloyd’s considers moving out of London. Barclays fights. Qualcomm fined. Kate Spade wants to sell Kate Spade. Fines for fake news. Can Amazon Echo testify against you? Minimum wage hikes coming soon. Americans spend more on health care than any other country. Expats increasing. Financial Review by Sinclair Noe for 12-28-2016

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Financial Review

Meh

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..A bad month for bonds. Qualcomm buys NXP. Alphabet/Google beats. Amazon misses. Deutsche Bank posts profit and angst. Wallonia relents. UK GDP grows. Durable goods orders fall. ZTO IPO thud. Exxon must turn over documents on climate change. The forecast for winter – warm and dry. Financial Review by Sinclair Noe for 10-27-2016

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Financial Review

Wallonia World

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Wall Street up for the week. Gas cost more than a year ago. Big Tobacco gets bigger. Earnings: McDonalds, GE, Honeywell, etc. Fake Apples. Internet attack. Wallonia? Financial Review by Sinclair Noe for 10-21-2016

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Financial Review

Nasty

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-20-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Jobless claims up. Existing home sales up. Housing market in a sweet spot. AZ unemployment drops to 5.5%. ECB stands pat. Wells Fargo criminal investigation for I.D. theft. WFC had targets. A new WSJ? Qualcomm/NXP? AT&T/Time Warner? Earnings news: Microsoft all-time high. We stopped eating donuts for the election. Nasty stuff. Financial Review by Sinclair Noe for 10-20-2016.

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Financial Review

Rockets and Rocks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-23-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW – 119 = 17,731 SPX – 12 = 2102 NAS – 25 = 5146 10 YR YLD – .05 = 2.27% OIL – .74 = 48.45 GOLD – 3.60 = 1091.40 SILV – .14 = 14.76   Greece can begin bailout talks. Greece’s parliament approved new reforms that pave the way for Prime Minister Alexis Tsipras to begin negotiating his country’s third bailout. Parliament overwhelmingly approved the measures, but roughly a quarter of Tsipras’ Syriza party voted against the reforms. Now Greece and its creditors will begin working out the details of the latest bailout package, the third for Athens in the past five years. Nearly everyone agrees that Greek debt is unsustainably high, but that’s where the agreement ends. The IMF on July 14th issued a report calling for debt relief, a 180 turn from their earlier demands of austerity. The monetary fund recommended either a “very dramatic extension” of payment deadlines by up to 30 years or “deep upfront haircuts,” banker jargon for write-offs.   Lots of headlines flew out of Asia  overnight: Japan’s exports increased the most in five months in June, fueled by strengthening overseas demand, but imports remained subdued due to the effect of lower commodity prices. South Korea’s economy logged its weakest expansion in six years in Q2, recording just 0.3% growth from the previous quarter, as the country got battered by a MERS …

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Financial Review

Chips and Salsa

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-16-2015.mp3Podcast: Play in new window | Download (Duration: 13:03 — 6.0MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 70 = 18,120 SPX + 16 = 2124 NAS + 64 = 5163 10 YR YLD un = 2.35% OIL + .13 = 51.04 GOLD – 4.30 = 1145.60 SILV – .12 = 15.08   The Nasdaq Composite closed at a record high, taking out the old record from last month. After hours of debate, Greek lawmakers passed a bailout agreement late last night. Eurozone finance ministers agreed in principle to extend a €7 billion-euro bridge loan to Greece. The loan would allow Greece to pay some of its outstanding bills, meet a scheduled repayment to the ECB next week and open the door to securing a third bailout package. Up next: the German Bundestag will vote on Friday whether or not to approve the new rescue, however, talks over securing a new €86B bailout are likely to last for another four weeks.  European Central Bank President Mario Draghi said he views the country’s place in the euro as secure. Greek banks are still closed for the time being.   Yesterday, Fed Chair Janet Yellen said once again that the Fed is likely to raise interest rates at some point in 2015. Yellen told the House Financial Services Committee that the first hike since 2006 “will signal how much progress the economy has made in healing from the trauma of the financial crisis.” Today, Yellen repeated her semi-annual testimony to …

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Financial Review

Good Luck With That

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-29-2015.mp3Podcast: Play in new window | Download (Duration: 13:17 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 225 = 17,416 SPX + 19 = 2021 NAS + 45 = 4683 10 YR YLD + .02 = 1.75% OIL + .09 = 44.54 GOLD – 25.20 = 1259.10 SILV – 1.04 = 17.02 Yesterday, the Federal Reserve said it would remain “patient” on raising rates, but indicated it saw the U.S. economy getting stronger. The Fed also said it has seen inflation decline, and it may decline further, but that low oil prices are probably temporary. The FOMC statement said that economic activity has expanded “at a solid pace” and that labor market conditions have improved. That was certainly the case last week. The fewest Americans in almost 15 years filed applications for unemployment benefits during a holiday-shortened week that typically makes the data more volatile. Jobless claims dropped by 43,000 to 265,000 in the week ended Jan. 24, the lowest since April 2000. No state reported an increase of more than 1,000 in claims for the week ended Jan. 17. The National Association of Realtors reports its index of pending home sales fell 3.7% in December, though the year-on-year gain was 11.7%, the highest since June 2013. Pending sales measures contracts signed but not yet closed. The Census Bureau reports the number of owner-occupied households fell by 354,000 from a year earlier as the homeownership rate dropped to its lowest level since 1994. The …

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