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Category: Bond Market(s)

Bond Market and International Annual Returns

September 3, 2023 Brian Gilmartin Leave a comment

Click on the above spreadsheet table and readers will get an enlarged look at various bond market asset class “annual”…

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Posted in: annual return, Bond Market(s), International (Non-US), Oakmark International

Inflation Still Better than Deflation / Jackson Hole in 2023

August 24, 2023 Brian Gilmartin Leave a comment

With Jay Powell set to release annual statement around the 2023 Jackson Hole Economic Symposium on Friday morning, August 25th,…

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Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Federal Reserve

2022 is the “GFC” for the US and Global Bond Markets / High-Grade Corporates Look Cheap

November 1, 2022 Brian Gilmartin Leave a comment

Looking at the 10/31/22 return data for the major indices, what struck me this morning was that the Barclay’s Aggregate…

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Posted in: 10-year Treasury yield, Bond Funds, Bond Market(s)

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 & Bond Market Thoughts: Higher Rates Could Negate Strong Earnings

January 15, 2022 Brian Gilmartin Leave a comment

This blog’s start this week, will be completely different, since we’re starting with some bond market commentary and thoughts. The…

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Posted in: 10-year Treasury yield, Bond Market(s), GS, SCHW, Weekly Earnings Update

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Fundamentalis

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  • SP 500 Earnings Update and a Look at Costco Vs Walmart Revenue Estimates
  • SP 500 Earnings and an Oracle Earnings Preview
  • Ford, GM, US Steel vs SP 500: A Look at Annual Returns and Returns-On-Invested-Capital
  • Economic Growth is Good, Unless You Are a Bond Market

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