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Author: Brian Gilmartin

Are SP 500 Earnings Estimates Suggesting an Industrial Recovery in 2020 ?

August 3, 2019 Brian Gilmartin Leave a comment

Last week, the 2020 expected growth rates by sector were noted on the blog here. This week, what has caught…

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Posted in: Basic Materials, Commodities, Energy ETF's (XLE, Energy sector, Weekly Earnings Update

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"

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Fundamentalis

  • Walmart Earnings Preview: The Flywheel is Still Flywheelin’ but Ultimately, Operating Margin Needs to Improve
  • SP 500 EPS / Revenue Growth, and Amazon Earnings
  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance

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