Financial Review

Call It Neutral

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-10-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Fed moves to sustainability mode. Earnings season sighted. Wells Fargo still too stupid after 113-page report. Libor audio tapes implicate the Bank of England. Barclays CEO targets whistleblower. Swift-Knight. AT&T pays for 5G. And Gorsuch makes 9. Toyota’s All-American car plant. Tesla tops GM. Financial Review by Sinclair Noe for 04-10-2017

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Financial Review

Uncertain

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…..Brexit will hurt. EU will keep Russian sanctions. Tech against immigration ban. Fiduciary rule and Dodd-Frank not really dead. When central banks stop buying bonds. JPMorgan on Chinese bonds. US adds oil rigs. Hudson’s Bay considers Macy’s. Earnings season rolls on: Tyson, Toyota, Hasbro. OK Google, turn off the commercial.   Financial Review by Sinclair Noe for 02-06-2017

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Financial Review

Returns Day

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-05-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..ISM services at 12 month high. ADP private jobs 153k. Dissent between Fed staff economists and policymakers. Midnight rules. Trump Tweets Toyota. There’s an app for that. Gasolinoza flares in Mexico. CES Day 2. Craftsman sold. National Returns Day. Credit bureaus fined. Big corporate defaults on the rise. AI coming for jobs. Financial Review by Sinclair Noe for 01-05-2017

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Financial Review

Batten Down the Bonds

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-14-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Record high close for the Dow. Bonds continue slide. Bracing for the Fed. Earnings out of recession. Japan economy grows. China economy grows. EU will stick to its deals. OPEC can’t stop pumping. Samsung buys Harman. Novartis buys Amneal. Siemens buys Mentor. Toyota pays for rust. Hedge fund secrets revealed. We didn‘t start the fire. Financial Review by Sinclair Noe for 11-14-2016

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Financial Review

Like It Never Happened

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-29-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSStocks rally for a second day. Euro Commission meets. Scots beg forgiveness. Stress tests. GE no longer a threat. Consumer spending up. Pending home sales down. Puerto Rico will default. Coke GMO in Vermont. Financial Review by Sinclair Noe for 06-29-2016

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Financial Review

Denying Denial

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-26-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-26-2015 DOW – 23 = 17,623 SPX – 3 = 2071 NAS + 2 = 5034 10 YR YLD – .02 = 2.06% OIL – .87 = 43.73 GOLD – 1.10 = 1163.90 SILV + .03 = 15.94   The U.S. economy has looked shaky of late, and an expected weak reading on third-quarter gross domestic product should confirm that. As a result, the Federal Reserve is again expected to keep interest rates near zero. The Fed decision, due Wednesday, and the GDP report, coming Thursday, will be the center of focus on this week’s economic calendar. Weak data almost certainly means the Fed will stick with its Zero Interest Rate Policy at this week’s meeting. The big question is whether the Fed will hint at a December move.   Also on the calendar this week is some sort of deal for the debt ceiling, which needs to be raised by November 3 in order to avoid default; and to meet the November 3 deadline, a deal needs to be reached this week. Talks have intensified between the White House and House Speaker John Boehner on a two-year budget agreement that would also increase the federal debt limit. Congressional leaders are said to be nearing an agreement, which would then need to win backing from most Democrats and at least several dozen Republicans for House passage. The deal …

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Financial Review

Seven Years

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-15-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 09-15-2015 DOW + 228 = 16,599 SPX + 25 = 1978 NAS + 54 = 4860 10 YR YLD + .09 = 2.28% OIL + .38 = 44.97 GOLD – 3.30 = 1106.10 SILV – .01 = 14.51   Retail sales excluding automobiles, gasoline, building materials and food services increased 0.4 percent in August after an upwardly revised 0.6 percent increase in July. These so-called core retail sales, which correspond closely to the consumer spending component of gross domestic product, provided the latest sign of sturdy economic momentum and suggested the recent stock market sell-off had little immediate impact on U.S. household spending.   A separate report from the Federal Reserve, however, showed manufacturing output fell a sharper-than-expected 0.5 percent as auto production slid, after a rise of 0.9 percent in July. Excluding autos, factory output was unchanged. The manufacturing sector has been struggling, faced with the headwinds of a strong dollar, slack economies overseas and lower oil prices.   While most economists think the Fed may wait to raise interest rates, and futures contracts show only a 30 percent probability that the Fed will boost rates on Thursday, the Treasury market is bracing for a hike. Treasuries tumbled, lifting the two-year note yield to the highest since April 2011. Treasury two-year note yields rose eight basis points, or 0.08 percentage point, to 0.81 percent. Benchmark 10-year note yields rose nine basis …

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Uncategorized

Monday, January 28, 2013 – What’s Going On

What’s Going On by Sinclair Noe DOW – 14 = 13,881SPX – 2 = 1500NAS + 4 = 315410 YR YLD + .03 = 1.97%OIL + .69 = 96.57GOLD – 4.80 = 1655.50SILV – .34 = 30.94 This will be a big week of economic reports, including: the Federal Reserve concludes its first policy meeting of 2013 on Wednesday; the monthly jobs report on Friday (look for a gain of 165,000 jobs and the unemployment rate to hold steady at 7.8%); earnings reporting season continues according to expectations; tomorrow brings an update on fourth quarter GDP; later in the week we’ll see reports on incomes, spending, and sentiment. Today we learned orders for durable goods, the big-ticket items made in the US, increased 4.6% in December, fanned by a big batch of bookings for military and commercial aircraft. Demand also improved for most other makers of long-lasting goods, suggesting that US manufacturers could be poised for a modest rebound in 2013. Then Caterpillar issued a less than bright outlook for 2013, which put a damper on the sector. Toyota Motors retook the title of world’s largest auto maker, posting a 23% gain in global sales to a record 9.75 million vehicles in 2012. General Motors moved to second place in global sales at 9.29 million; Volkswagen was in third place with 9.07 million sales. The National Association of Realtors reports pending home sales fell 4.3% in December, with low inventory cutting results. The trade group’s pending-home-sales index declined to 101.7 …

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