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Category: Crude oil / Energy

10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report

October 1, 2026 Brian Gilmartin Leave a comment

Probably a little wonky to view, but expand the above chart, which is the “weekly” 10-year Treasury yield chart. Normally…

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Posted in: 10-year Treasury yield, Crude oil / Energy

Peak Crude Oil ? Quick Look at SP 500 EPS Data

March 9, 2026 Brian Gilmartin Leave a comment

Pretty fascinating when large-cap growth and large-cap tech and mega-cap is your “contra” trade. Interesting table from Bespoke this weekend…

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Posted in: Crude oil / Energy, Weekly Earnings Update

SP 500 Earnings: Crude Oil, First Brands, and Financials Set the Tone This Week

October 12, 2025 Brian Gilmartin Leave a comment

According to LSEG, there will be 35 SP 500 companies reporting this week, a lot of them from the financial…

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Posted in: Crude oil / Energy, Financial sector, Financials, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

GDP and PCE Data This Week: Don’t Forget About Inflation Expectations

May 27, 2024 Brian Gilmartin Leave a comment

The Q2 ’24 Atlanta GDP Nowcast is projecting mid 3% GDP for the 2nd quarter, 2024. The scheduled GDP release…

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Posted in: CPI / PPI, Crude oil / Energy, PCE / PCE Core, PCE data

SP 500 Earnings Update: SP 500 Earnings Should be OK, Watching Crude Oil, Top 10 Holdings as of 3/31

April 16, 2022 Brian Gilmartin Leave a comment

YTD the SPY isĀ  down 7.54%, while the Barclay’s Aggregate is -8.46%, per Morningstar data. Given Ukraine, inflation, sharply higher…

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Posted in: Crude oil / Energy, SP 500 estimate revision data, Weekly Earnings Update

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Fundamentalis

  • Updating the Non-Correlateds: Boeing and IBM Trying to Become Relevant Again
  • Hyperscaler Earnings Previews: Alphabet, Microsoft and Amazon – Maybe the Bearish Sentiment Will Help
  • SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week
  • SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC
  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth

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