Financial Review

A Little Disruption

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-28-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS..1Q GDP trimmed. It averages out. Stress Test and a parade of dividends. Amazon disrupts: pharmacies, and deliveries. Foxconn breaks ground. Financial Review by Sinclair Noe for 06-28-2018

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Financial Review

Chips and Salsa

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-14-2018.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS…Nasdaq hits a record high. ECB dovish with plans to end bond buying. Why it matters. Looming risk – trade wars. Retail sales jump. Kentucky sues Walgreens. NY sues Trump Foundation. DOJ IG blames Comey. AT&T-Time Warner cleared. Financial Review by Sinclair Noe for 06-14-2018

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Financial Review

Heading into the Holiday

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks tumble. Rotation form tech to financials. 1Q GDP revised up to 1.4%. BIS spots global risks. Travel ban defines family. CBO says 35% cut to Medicaid over 20 years. Walgreens only buys half Rite Aid. Nike tops. Murdoch’s Sky buy on hold. Blue Apron about half baked. Vegas about half baked. Financial Review by Sinclair Noe for 06-29-2017

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Financial Review

Ban Blowback

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-01-30-2017.mp3Podcast: Play in new window | Download (Duration: 12:13 — 5.6MB)Subscribe: Apple Podcasts | Android | RSS…..Refugee travel ban blowback. Two for one on regulations. Jobs report on Friday. FOMC meets tomorrow. Wall Street without Fed stimulus looks pricey. Consumer spending up. Pending home sales jump. Rig counts climb. Puerto Rico extension. VW the biggest. No accounting for Toshiba. Fitbit unhealthy. Tempur Sealy nightmares. Walgreens Rite Aid shrinkage. Financial Review by Sinclair Noe for 01-30-2017

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Financial Review

Barn Cleaning

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-10-27-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe for 10-27-2015 DOW – 41 = 17,581 SPX – 5 = 2065 NAS – 4 = 5030 10 YR YLD – .03 = 2.03% OIL – .78 = 43.20 GOLD + 4.10 = 1168.00 SILV + .03 = 15.97   Congressional leaders have reached a tentative budget deal with the White House in a breakthrough that would set government funding levels for the next two years and extend the nation’s debt limit through 2017. The bill would raise the spending caps set in place in 2011 that would result in deep cuts to both defense and non-defense spending, called sequestration.  This deal would provide $80 billion in sequester relief.   The bipartisan agreement would include long-term entitlement reforms to the Social Security Disability Insurance (SSDI) program, the first major reform to Social Security since 1983.  The Social Security Disability Insurance program would be amended, in part to tighten and standardize eligibility requirements that now vary by state. That change was projected to save the government $5 billion. It also prevents a spike in Medicare B premiums for millions of seniors. The increases would have been caused by the rare absence of a cost-of-living increase in Social Security benefits, because of unusually low inflation.   The deal still needs Congressional approval, but for outgoing House Speaker John Boehner this was a matter of wrapping up unfinished business before his departure, …

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Financial Review

While the Getting is Good

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-04-09-2015.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFinancial Review by Sinclair Noe DOW + 56 = 17958 SPX + 9 = 2091 NAS + 23 = 4974 10 YR YLD + .06 = 1.96% OIL + .37 = 50.79 GOLD – 8.70 = 1194.50 SILV – .36 = 16.25   Initial claims for unemployment benefits increased 14,000 to 281,000 in the week ending April 4th.  Over the past 4 weeks, jobless claims have averaged 282,500 a week; the lowest level in 15 years. While companies are maintaining headcounts, job listings also have climbed. Openings rose to 5.1 million in February, the most since January 2001, according to the JOLTS report on Tuesday.   Wholesale inventories rose 0.3% in February as wholesale sales fell 0.2%, perhaps a sign that companies experienced less demand in late winter that could cause them to temporarily scale back production.   In a televised speech today, Iran’s  supreme leader, the Ayatollah Ali Khamenei said Tehran would agree to a final nuclear accord with the US and five other nations only if all sanctions over its disputed nuclear work were lifted.  In remarks apparently meant to keep hardline loyalists on side, he warned about the “devilish” intentions of the United States. Meanwhile, Iran’s oil minister, speaking today in China said that OPEC would “coordinate” to accommodate Iran’s return to oil markets without causing a price crash.   Samsung Electronics expects to ship record numbers of its new Galaxy S6 smartphone after it goes …

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