Financial Review

G19

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..G19 summit underway. Deals and tear gas abound. France bond auction stumbles, global bonds tumble. Waiting for the jobs report tomorrow: ADP private sector payrolls weak, initial claims up, ISM service sector growing. Ninth year of the recovery but not for everyone. Education Department sued. QVC-HSN. Berkshire-Oncor. Illinois overrides a veto to reach a budget. Financial Review by Sinclair Noe for 07-06-2017

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Financial Review

Take 63

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-04-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trade deficit falls. China-US trade talks this week. Infrastructure talk, look for a package in May. Carbon tax and VAT? Repeal pre-existing conditions. Retail sector slide. Fed Prez Jeffrey Lacker resigns. JPMorgan annual letter to shareholders – there is “something wrong” with the country. Financial Review by Sinclair Noe for 04-04-2017

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Financial Review

Trumpcare

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-07-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: iTunes | Android | RSS…..GOP unveils repeal and replacement for Obamacare. H-1B suspended. Trade deficit at 5 year high. Eurozone growth. Brazil recession grinds. Exxon invests big in Gulf coast. Salesforce and IBM go all AI. Alexa to testify. RadioShack closing again. Raiders to LV. Financial Review by Sinclair Noe for 03-07-2017.

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Financial Review

The Streak Ends

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-28-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: iTunes | Android | RSS…..Trump addresses Congress tonight; looking for specifics. 4Q GDP estimate holds at 1.9%. Trade deficit widens. Home sales up 5.6% last year; up 4.9% in Phoenix. Consumer confidence up in Feb at 16 year high. Fed jawbones rate hikes. Morgan Stanley pulls a LaLaLand on taxes. Samsung chairman indicted. YouTube at 1 billion hours a day in USA. YouTube Unplugged. Apple goes AR and other stuff they won’t talk about. Financial Review by Sinclair Noe for 02-28-2017

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Financial Review

Dominoes on Edge

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-12-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..Dow record high close; Russell 2000, too. Don’t get complacent. Trade deficit jumps. Italian banks on the edge. No deal for austerity weary Greeks. OPEC already cheating on output. Los Angeles threat alert. Amazon automates groceries. SCOTUS says Samsung only stole a little of the Apple iPhone. SCOTUS defines insider trading. #extremists. 5G someday. Financial Review by Sinclair Noe for 12-06-2016

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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

Table Scraps

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSS…..ISM pops. ADP private jobs slip. Trade deficit inches up. Happy holiday sales forecast. IMF warns global banking system is too weak to recover. Paris Climate Accord ratified. Hurricane Matthew moves to US coast. ECB to taper. SCOTUS on insider trading. Fidelity’s conflict of interest. Sears sells the tools. Google goes for hardware with an AI assist. Financial Review by Sinclair Noe for 10-05-2016

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Financial Review

Decent August Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-09-02-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSJobs report Friday. The economy added 151,000 job. The unemployment rate holds at 4.9%. Financial Review by Sinclair Noe for 09-02-2016

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Financial Review

Dovish Indeed

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-07-06-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSFed minutes mixed with a hint of dovishness. Trade deficit grows on stronger dollar. ISM service side up. UK RE funds halt redemptions. Keep calm and move to Berlin or Paris. Gold up. Medivation on the block. PBGC and Central States Pension going broke. Messi messed up but misses another penalty. Financial Review by Sinclair Noe for 07-06-2016

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Financial Review

More on the Panama Papers

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-05-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: iTunes | Android | RSSISM report, JOLT survey, trade deficit, home prices – plus the Panama Papers claims its first PM.

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