Financial Review

Pause

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-05-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…US stock markets closed to honor George H.W. Bush. They needed a break. Beige Book shows solid economy with a few headwinds. Friday Jobs report. OPEC meets tomorrow. Financial Review by Sinclair Noe for 12-05-2018

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Financial Review

All About the Face

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stacks rally on the open, then lose steam. US-China agree to cease fire in trade war. Check back in 90 days. OPEC considers production cuts. Yield curve flattens. France burns. Markets close Wednesday to honor Bush. Financial Review by Sinclair Noe for 12-03-2018

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Financial Review

Thus Spake Powell

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Fed Chief Powell says rates are just below neutral. Stocks big rally. JOLTS shows quits improve. 3Q GDP unchanged at 3.5%. Investors lose faith in market cycle. Financial Review by Sinclair Noe for 11-28-2018

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Financial Review

Can’t Confirm

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-27-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS— Waiting on G20. Meanwhile, the budget marches into a wall. S&P/Case-Shiller shows home prices flattening. Consumer confidence slips. Clarida speaks; tomorrow Powell speaks. Administration threatens GM. Financial Review by Sinclair Noe for 11-27-2018

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Financial Review

Not a Drill

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Election Day, finally. JOLTS, a job for everybody. The cost of tariffs. Sanctions on Iran. Financial Review by Sinclair Noe for 11-06-2018

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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

Storm Warning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-10-2018.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Trade concerns. Ford Active elsewhere. GDP and unemployment rate fact check. Consumer borrowing ticks up. California will go 100% green. Florence warning. Financial Review by Sinclair Noe for 09-10-2018

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Financial Review

August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-07-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…201,000 new jobs in August. 3.9% unemployment rate. Wages up to 2.9% annualized, but just keeping pace with inflation. Tariff threats. Financial Review by Sinclair Noe for 09-07-2018

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Financial Review

Steal This Memo

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-06-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Tech hit again. Betting on resistance. Tariff consultation period expires. Emerging markets continue retreat. ISM pops. Wages are flat, so invent new numbers. Bitcoin kicked. Jones banned. Financial Review by Sinclair Noe for 09-06-2018

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Financial Review

Fade Summer

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-20-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Longest bull market can’t shake the correction. China-US trade talk talk. Trump wants cheap money Fed. Greece finishes bailout era but not out of the austerity era.

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Financial Review

Sunshine Clean

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-17-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Talk of trade talks. Copper – the canary in the coal mine. Consumer sentiment slips. Short-termitis in earnings reports. Corporate governance. Financial Review by Sinclair Noe for 08-17-2018

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Financial Review

Turkey Melt

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-13-2018.mp3Podcast: Play in new window | Download (Duration: 13:05 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slide into the end of earnings season. Turkey melts down. 2008 – lasting damage. Student loan defaults grow. Tesla not quite secure. Wells Fargo, again. Def Con’s Vegas weekend. Financial Review by Sinclair Noe for 08-13-2018

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Financial Review

July Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-03-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Economy adds 157,000 jobs in July. Unemployment rate 3.9%. Wages remain stagnant. The skills gap is really the demand gap. Tariffs and the Fed could be stumbling blocks to full employment. Financial Review by Sinclair Noe for 08-03-2018

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Financial Review

Big Number

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-02-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Apple hits $1 trillion. Trade war backs China into a corner. EPA proposes rolling back fuel efficiency standards. Tesla squeezes shorts. Financial Review by Sinclair Noe for 08-02-2018

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Financial Review

Crazy Dog

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-01-2018.mp3Podcast: Play in new window | Download (Duration: 13:09 — 7.5MB)Subscribe: Apple Podcasts | Android | RSS…FOMC leaves rates unchanged. Crazy dog threatens 25% tariffs of $200 B of Chinese goods. Populism for billionaires. Apple to a trillion. Tesla produces. Wells Fargo caught again. Financial Review by Sinclair Noe for 08-01-2018

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Financial Review

Cold, Cold

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-30-2018.mp3Podcast: Play in new window | Download (Duration: 13:14 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks slip again. Shutdown? Tariffs? Earnings? Fed? Real estate demand outstrips supply. Earnings season: CAT will raise prices because of tariffs but has plenty for buyback. Yemen turns into an oil problem for Saudis. Financial Review by Sinclair Noe for 07-30-2018

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Financial Review

Facebook Cracks

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-25-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Stocks rally on hope for trade agreement with EU. Facebook slammed on earnings. Tariffs hit multiple companies 2Q earnings. New home sales drop. Financial Review by Sinclair Noe for 07-25-2018

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Financial Review

Heat of the Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-24-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Earnings season heats up. Companies affected by trade war. Farmers get $12 billion bailout. It’s hot outside. Financial Review by Sinclair Noe for 07-24-2018

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