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Category: 10-year Treasury yield

SP 500 Earnings Update: SP 500 PE now 17x, Earnings Yield at 5.85% and Forward Estimates Rise Again

May 14, 2022 Brian Gilmartin Leave a comment

The true dichotomy in 2022’s stock market is that SP 500 forward estimates continue to be revised higher, while the…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, US Dollar, UUP, Weekly Earnings Update

SP 500 Earnings Update: Bond Market Woes, and Forward Earnings Weakened a Little This Week

May 7, 2022 Brian Gilmartin Leave a comment

As of 5/6/22: SPY YTD return: -13.13% Barclay’s Aggregate (AGG) YTD return: -10.42% Standard 60%/40% benchmark portfolio return: -12.05% Despite…

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Posted in: 10-year Treasury yield, Bond Market(s), Commodities, Consumer Discretionary, Energy ETF's (XLE, Energy sector, Weekly Earnings Update

SP 500 Earnings: Q1 ’22 Earnings are Fine; All About the Fed Meeting This Week

May 1, 2022 Brian Gilmartin Leave a comment

SP 500 YTD decline: -12.99% Barclay’s Agg YTD decline: -9.43% 60/40 portfolio YTD decline: -11.57% At the FOMC meeting this…

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Posted in: 10-year Treasury yield, 60/40 portfolio, Energy ETF's (XLE, Energy sector, FOMC meeting

SP 500 Earnings Update: Big Week for Tech Next Week (Part 1); Q1 ’22 Earnings Look Fine (so far)

April 23, 2022 Brian Gilmartin Leave a comment

  This graph is from the first page of Refinitiv’s “This Week in Earnings” and it gives a different look…

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Posted in: 10-year Treasury yield, Facebook (FB), GOOG, GOOGL, MSFT, Weekly Earnings Update

Where Might Interest Rates Peak ? A Monthly Chart of the 10-year Treasury Yield

April 21, 2022 Brian Gilmartin Leave a comment

Click to expand the above chart, which is the CBOE’s 10-year Treasury Yield contract or TNX. Picking interest rate bottoms…

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Posted in: 10-year Treasury yield

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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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