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Category: Treasuries

Bond Market Update and Stock Market Sentiment

March 13, 2022 Brian Gilmartin Leave a comment

Bloomberg publishes YTD returns for the various bond market categories every day, and this blog tracks that data weekly. Only…

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Posted in: 10-year Treasury yield, AGG, BlackRock, Corporate High Yield, JPM, Treasuries

Breakdowns in 10 and 30-year Treasuries Today

October 4, 2018 Brian Gilmartin Leave a comment

The 10-year Treasury’s yield closed today at 3.16% and depending on the source you listen to, 3.16% represents the highest…

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Posted in: 10-year Treasury yield, LEN, TOL, Treasuries

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

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Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

SP 500 Earnings Update: Check These Earnings Revisions to Reality Check 2018 Rally

January 12, 2018 Brian Gilmartin Leave a comment

Check the numbers this week: Fwd 4-qtr estimate: $150.32 vs last week’s $147.94 (highly unusual to see this kind of…

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Posted in: SP 500 Earnings Yield, Treasuries, Weekly Earnings Update

SP 500 Valuation – the Never-Ending Argument – Valuation Still Looks Reasonable

October 5, 2017 Brian Gilmartin Leave a comment

  Dr. David Kelly and jos team at JP Morgan publish some of the best research i read each quarter…

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Posted in: Financial sector, Financials, SP 500 Valuation, Technology, Treasuries

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Fundamentalis

  • Style-Box Analysis Update: No Surprise, Value Continues to Outperform
  • SP 500 Earnings Update: SP 500 PE now 17x, Earnings Yield at 5.85% and Forward Estimates Rise Again
  • SP 500 Earnings Update: Bond Market Woes, and Forward Earnings Weakened a Little This Week
  • Energy Sector Revenue Growth Still Seeing Positive Revisions
  • SP 500 Earnings: Q1 ’22 Earnings are Fine; All About the Fed Meeting This Week

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