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Financial Sector Earnings – Any Changes Since SVB Collapse ?

March 27, 2023 Brian Gilmartin Leave a comment

Looking at the two blog posts from this weekend, I realized the key SP 500 data metrics weren’t updated as…

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Posted in: Financial sector, Financials

February ’23 PCE Data This Week, First Republic and the Regional Bank ETF

March 26, 2023 Brian Gilmartin 1 Comment

Here’s the list of pending economic data to be released this final week of March ’23 (from Briefing.com), and while…

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Posted in: Dr. David Kelly, PCE data

SP 500 Earnings: QQQ’s +16.93% YTD return vs. Technology sector’s expected ’23 EPS Growth of -0.5%

March 25, 2023 Brian Gilmartin 1 Comment

JP Morgan’s Investment Forum in Oak Brook, Illinois, this past week saw Dr. David Kelly kick it off with his…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads

March 17, 2023 Brian Gilmartin Leave a comment

With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Credit markets, Weekly Earnings Update

SP 500 Earnings: 4th quarter, ’23 EPS Growth Continues to Stick Out

March 14, 2023 Brian Gilmartin Leave a comment

Clients know I’m not a big fan of vacations, since even with a laptop and an iPhone, one can feel…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Financial Sector Earnings – Any Changes Since SVB Collapse ?
  • February ’23 PCE Data This Week, First Republic and the Regional Bank ETF
  • SP 500 Earnings: QQQ’s +16.93% YTD return vs. Technology sector’s expected ’23 EPS Growth of -0.5%
  • SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads
  • SP 500 Earnings: 4th quarter, ’23 EPS Growth Continues to Stick Out

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