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Author: Brian Gilmartin

First Look at Q2 ’18 Advance GDP This Week

July 22, 2018 Brian Gilmartin Leave a comment

The first look at Q2 ’18 GDP will be Friday morning, July 27th, 2018 and expectations have risen sharply throughout…

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

This Market is Nothing Like the Late 1990’s (Except for One Metric)

July 20, 2018 Brian Gilmartin Leave a comment

Having lunch with a client yesterday in downtown Chicago, the discussion around the market was how today’s SP 500 action…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

Weekly SP 500 Earnings Update

July 15, 2018 Brian Gilmartin Leave a comment

From Thomson Reuters “This Week in Earnings”: Forward 4-qtr est: $168.26 vs last week’s $168.23 PE ratio: 16.6x PEG ratio:…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

Treasuries Nearing a Key Juncture – Something’s Gotta Give

July 10, 2018 Brian Gilmartin Leave a comment

(The Weekly Earnings Update will be delayed this coming weekend – it likely wont hit your inbox until Sunday night,…

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

Expected SP 500 Q2 ’18 Sector Revenue Growth

July 7, 2018 Brian Gilmartin Leave a comment

Here is what the Street is expecting – by sector – for Q2 ’18 revenue growth: Energy: +19.9%, vs +17.8%…

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Posted in: SP 500 Earnings Yield, SP 500 Revenue Growth, Weekly Earnings Update

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