Financial Review

Wild Ride

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-11-29-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow hits a record, again. 3Q GDP at 3.3%. Yellen takes a curtain call. John Williams in Phoenix. Pending home sales jump. Cryto-currency crazy. SCOTUS and cellphone privacy. Wells Fargo, repeat offender. American Air, whoops. Financial Review by Sinclair Noe for 11-29-2017

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Financial Review

Non-Freak

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-08-24-2017.mp3Podcast: Play in new window | Download (Duration: 13:15 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Stocks drift lower. Congress to tackle debt ceiling and tax reform. Yellen final hurrah at Jackson Hole. Amazon swallows Whole Foods on Monday. Existing home sales slide. Harvey goes to Texas. Financial Review by Sinclair Noe for 08-24-2017

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Financial Review

Turkey

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-02-13-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 7.6MB)Subscribe: Apple Podcasts | Android | RSS….Dow, S&P, Nasdaq, Russell all hit record high close. Markets price in best-case scenario. Yellen testimony this week in Washington. Trudeau-Trump tete a tete. Japan and China sell off US Treasuries. Oil down despite OPEC. Oroville Dam, damn. Financial Review by Sinclair Noe for 02-13-2017

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Financial Review

Mind the Gap

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-18-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Stocks trade in very narrow range. CPI at 2.1%; the rent’s too high. The Fed talks rate increase. Beige Book optimism. BIS says QE doesn’t help Main Street – duh. HSBC, Paris. JPMorgan targeted minorities and women – 2 suits. American Airlines launches Sub-Cattle Class. Essilor buys Luxottica. Target misses. Navient bad news for student loans. Bookies on the inaugural speech. 2016 the hottest year ever, again. Financial Review by Sinclair Noe for 01-18-20017

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Financial Review

December Jobs Report

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-01-06-2017.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSS…..Nonfarm payrolls gain 156k in December. Unemployment rate up to 4.7%. The Obama administration’s job creation legacy. Wages increased. Why? Financial Review by Sinclair Noe for 01-06-2017

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Financial Review

Ms. Yellen Goes to Washington

http://media.blubrry.com/eatthebankers/p/content.blubrry.com/eatthebankers/SINCLAIR_NOE-SEG_1-06-21-2016.mp3Podcast: Play in new window | Download (Duration: 13:16 — 6.1MB)Subscribe: Apple Podcasts | Android | RSSFed chair Yellen testifies on Capitol Hill. Brexit countdown and odds. Clash of Clans cashes in. Brazil’s biggest bankruptcy, say Oi. Drone rules. Drugs and doctors. PG&E to close Diablo Canyon. Financial Review by Sinclair Noe for 06-21-2016

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Friday, February 21, 2014 – Grab Tight and Hope for the Best

Grab Tight and Hope for the Best by Sinclair Noe DOW – 29 = 16,103SPX – 3 = 1836NAS – 4 = 426310 YR YLD -.02 = 2.73%OIL – .50 = 102.25GOLD + 3.10 = 1327.10SILV + .03 = 21.95 Sometimes you just grab tight and hope for the best. There is a deal in the Ukraine. Ukraine’s opposition leaders signed an EU-mediated peace deal with President Viktor Yanukovich. Under pressure to quit from mass demonstrations in Kiev, Russian-backed Yanukovich made a series of concessions, including a national unity government and constitutional change to reduce his powers, as well as announcing an early presidential election this year. The Ukrainian parliament then voted to revert to a previous constitution, which essentially stripped Yanukovich of some powers, sacked his interior minister blamed for this week’s bloodshed, and amended the criminal code to pave the way to release his arch-rival, jailed opposition leader and former Prime Minister Yulia Tymoshenko. The deal was mediated by the foreign ministers of Germany, Poland and France, and appears to have been a victory for Europe in its competition with Moscow for influence. The European envoys signed the document as witnesses, but a Russian envoy did not. And just because a deal has been signed it doesn’t mean it will be easy. Protesters remain encamped in Kiev’s central Independence Square, where approximately 77 activists had been killed over the past week. There were some celebrations but many of the demonstrators were skeptical that Yanukovich could be trusted. Ukraine …

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Thursday, October 24, 2013 – Liquidity and Leverage and a bit of Levity

Liquidity and Leverage and a bit of Levity by Sinclair Noe DOW + 95 = 15,509SPX + 5 = 1752NAS + 21 = 392810 YR YLD + .04 = 2.52%OIL + .37 = 97.23GOLD + 13.60 = 1348.30SILV + .16 = 22.82 “Liquidity is essential to a bank’s viability and central to the smooth functioning of the financial system,” so says Fed Chairman Ben Bernanke; and so today the Fed proposed that big banks keep enough cash, government bonds and other high-quality assets on hand to survive during a severe downturn like we saw in 2008, and the idea is that we avoid a global financial meltdown like we almost saw in 2008. Liquidity is the ability to access cash quickly; that’s important when nobody is sure about what the bank truly has in the vault. Liquidity is what prevents a bank run; liquidity averts a financial meltdown or credit crunch. The Fed proposal today subjects US banks for the first time to liquidity requirements. The big banks, with more than $250 billion in assets, would be required to hold enough cash and securities to fund their operations for 30 days during a time of market stress. Smaller banks, those with more than $50 billion and less than $250 billion, would have to keep enough to cover 21 days. Fed officials said the rules are stronger than new international standards for banks. The public has 90 days to comment on them. After that, they would be phased in starting in …

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