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: iTunes | 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

Immovable v. Unstoppable

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..FOMC minutes show Fed on track for 3 hikes. Mortgage apps slip. Obamacare first order of business. Auto sales record for 2016. Sears closing stores. Amazon the 800-pound gorilla of holiday shopping. Kohl’s, Macy sales dip. J&J halves hip award. Barclays trader pleads guilty to Forex rigging. US big banks on hook for Euro derivatives. Financial Review by Sinclair Noe for 01-04-2017

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Financial Review

Very Close

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-27-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSBreathing down on 20k. Holiday sales up; online leads the way. Why would you go to a mall? Consumer confidence climbs – maybe I should take the credit. Home prices up but the trend is unsustainable. World’s oldest bank on the brink. Toshiba flubs again. Panasonic and Tesla bring manufacturing jobs to Buffalo. Financial Review by Sinclair Noe for 12-27-2016

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Financial Review

Gone Fishin’ with Bob

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-18-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dollar 14 year high. Bonds bombed. Fed will raise rates. ECB will buy whatever is left to buy. OPEC, don’t bet on it. Obama kills offshore drilling. Pawnee is all shook up. Trump team gels. Trump University settles. VW cuts. DraftDuelFanKings. Spidey silk sneakers. Marilyn’s gown. Gone fishin’ with Bob. Financial Review by Sinclair Noe for 11-18-2016.

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Financial Review

Relatively Soon

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-17-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..CPI shows inflation. Jobless claims plummet. AZ unemployment dips. Yellen says rate hike relatively soon. The Minneapolis Plan to avoid another bank bailout and break up the big banks (that’s a bonus). Abe in search of a transition team. Tesla-Solar City – done deal. SpaceX satellite plan. Citi Australia goes cashless. JPMorgan’s Chinese bribe. Wells Fargo loses customers. Valeant-Philidor execs arrested. Ford in India. Financial Review by Sinclair Noe for 11-17-2016

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Financial Review

Earnings Season Playlist

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..A deluge of earnings reports. The end of Google Fiber? New home sales up, inventories tight. Trade deficit declines. NATO flexes muscle. Microsoft wants to be cool. Watson aims at ubiquity. Friends don’t tag friends on Facebook. Financial Review by Sinclair Noe for 10-26-2016

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Financial Review

Merger Monday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-24-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..AT&T-Time Warner; TD Ameritrade-Scottrade; Rockwell Collins-BE Aerospace; HNA Group-Hilton Worldwide/Blackstone; Genworth-China Oceanwide Holdings; American Midstream-JP Energy. Whew! Visa beats. T-Mobile beats. Busy week for earnings, including the A+ list (Apple, Alphabet, Amazon) plus car companies (new and old). Goldman cuts outlook for S&P earnings. Support holds for now. Financial Review by Sinclair Noe for 10-24-2016

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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: iTunes | 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

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

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Financial Review

We All Know How That Works

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-16-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS  Waiting on the Fed. Rent is too high. Drugs are too expensive. CPI up. Sentiment flat. Net worth increases. AZ unemployment rate down. New iPhones. Exploding Galaxies. Deutsche Bank haggles for justice. ExxonMobil’s oil is worth the same today as 2 years ago. Wells Fargo loses billions in market cap, and something more important.   Financial Review by Sinclair Noe for 09-16-2016

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