Financial Review

Easy

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-03-02-2018.mp3Podcast: Play in new window | Download (Duration: 12:59 — 7.4MB)Subscribe: Apple Podcasts | Android | RSS…Bad week for stocks. A trade war would be good and easy. Not so much. Financial Review by Sinclair Noe for 03-02-2018

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Financial Review

Watch and Wait

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1A-03-08-2017.mp3Podcast: Play in new window | Download (Duration: 12:12 — 7.0MB)Subscribe: Apple Podcasts | Android | RSS…..ADP shows 298,000 new jobs last month. Productivity up 1.3% but flat for year. ECB tomorrow. Japan GDP spark. China trade deficit. Oil glut continues, inventories at records. Mexican sugar, trade wars begin. Caterpillar’s taxing problem. CIA’s Vault 7 Wikileaks, biggest ever. AHCA could lose 10 million insured. Kauai, Hawaii goes solar with Tesla batteries. West Virginia showered with prescription painkillers. Wall Street bull faced down by little girl. Financial Review by Sinclair Noe for 03-08-2017

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Uncategorized

Monday, January 13, 2014, Hacks and Leaks

Hacks and Leaks by Sinclair Noe DOW – 179 = 16,257SPX – 23 = 1819NAS – 61 = 411310 YR YLD – .03 = 2.83%OIL – 1.14 = 91.58GOLD + 3.80 = 1253.40SILV + .23 = 20.51 This week’s economic calendar includes retail sales report and business inventories tomorrow; reports on wholesale inflation and the Fed Beige Book on Wednesday; Thursday we’ll see the inflation numbers on the retail level; Friday brings an update on housing starts, industrial production, and an options expiration Friday. We are smack dab in earnings reporting season. This week, the big banks report. Tomorrow we’ll hear from JPMorgan and Wells Fargo; Bank of America on Wednesday; Goldman Sachs and Citigroup on Thursday; Morgan Stanley on Friday. The banks’ reports will provide insight into how much activity there has been in both consumer and commercial lending and portfolios. Another area of interest is changes in the banks’ trading portfolios, which are expected to decline. Financial companies announced more job cuts last year than any other corporate sector; those cuts can’t continue indefinitely. Litigation costs will be the wild card in earnings reports as some of the big banks have been trying to clean out the skeletons from the closets. Fourth-quarter earnings expectations are highest for health-care stocks, financials and consumer-discretionary names, as well as Industrial companies. Much like in the third-quarter, the financial sector is expected to have the best earnings growth in the fourth quarter, with an estimated growth rate of 22.6%. S&P 500 earnings …

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