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Month: July 2019

Watching High Yield Credit after the FOMC announcement Wednesday, July 31, ’19

July 30, 2019 Brian Gilmartin Leave a comment

  The JNK high-yield ETF looks the best of our three charts today, already having transcended the downward sloping trend…

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Posted in: Bond Market(s), Corporate High Yield, HYG, JNK

2020 Earnings Data Portends Positively for SP 500

July 28, 2019 Brian Gilmartin Leave a comment

Preparing yesterday’s post, the decline in the “forward 4-quarter” growth rate for the SP 500 below 3% was a bit…

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Posted in: 2020 SP 500 Earnings data

SP 500 Earnings: Forward “Expected” SP 500 Earnings Growth Rate Falls Below 3%

July 27, 2019 Brian Gilmartin Leave a comment

  So much will be written this weekend about the FOMC meeting Wednesday, but here is the snapshot of the…

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Posted in: FOMC meeting, Fwd 4-qtr growth rate (SP 500), SP 500 estimate revision data, SP 500 Revenue Growth, Weekly Earnings Update

Q2 ’19 “Upside Surprise” Data – Some Surprises

July 25, 2019 Brian Gilmartin Leave a comment

  This table was published Wednesday morning, July 24th, in an update sent out by Tajinder Dhillon of IBES by…

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Posted in: SP 500's "upside surprise"

SP 500 Weekly Earnings Update: Q2 ’19 Off to Better Start than Q1 ’19

July 22, 2019 Brian Gilmartin Leave a comment

  The above graph is featured every week (and updated weekly) on the front page of “This Week in Earnings”,…

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Posted in: Weekly Earnings Update

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Fundamentalis

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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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