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Category: Weekly Earnings Update

SP 500 Earnings: FOMC Announcement, September PCE, and 3 Hyperscalers Report This Coming Week

October 23, 2026 Brian Gilmartin Leave a comment

First, a little housekeeping around SP 500 expected EPS growth numbers: Here’s the trend in expected y-o-y EPS and revenue…

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Posted in: FOMC meeting, PCE / PCE Core, PCE data, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Jumps Over 5%, Sold the EMXC

October 17, 2026 Brian Gilmartin Leave a comment

It’s been a bit since this blog updated it’s SP 500 earnings data. As of Friday, 10/16/26, the “forward 4-quarter…

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Posted in: Emerging Markets, EMXC, mu, SMH (semiconductor ETF), SNDK, Weekly Earnings Update

SP 500 Earnings: Quarterly SP 500 EPS Estimate Hits $100 per Share

September 18, 2026 Brian Gilmartin Leave a comment

  Estimate source: LSEG The above spreadsheet table is from an internal SP 500 EPS spreadsheet maintained since the end…

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Posted in: BAC, C, Financial sector, Financials, JPM, SMH (semiconductor ETF), Weekly Earnings Update

SP 500 Earnings: Expected 2027 SP 500 EPS Growth Might Make For a Tougher Year

September 7, 2026 Brian Gilmartin Leave a comment

It’s been a few weeks since readers have been updated only because the Q2 ’26 earnings reports are mostly done,…

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Posted in: 10-year Treasury yield, CPI / PPI, Sequencing of Returns, Weekly Earnings Update

SP 500 EPS / Revenue Growth, and Amazon Earnings

August 8, 2026 Brian Gilmartin Leave a comment

Everyone talks about SP 500 EPS growth, but few pay attention to S&P 500 revenue growth, which may be a…

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Posted in: Alphabet, Amazon, 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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