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Author: Brian Gilmartin

Bond Market Update and April PCE Data This Coming Week

May 25, 2025 Brian Gilmartin Leave a comment

The table above is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases.…

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Posted in: 10-year Treasury yield, GDP, PCE / PCE Core

SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions

May 24, 2025 Brian Gilmartin Leave a comment

Source: LSEG Jamie Dimon was out this week with one of cassandric economic forecasts, and this time it had to…

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Posted in: Apple (AAPL), United Health (UNH)

Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements

May 21, 2025 Brian Gilmartin Leave a comment

Walmart reported their fiscal Q1 ’26 earnings results last Thursday morning, May 15th, 2025 and while actual EPS beat consensus…

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Posted in: WMT

Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

May 19, 2025 Brian Gilmartin Leave a comment

Cisco (CSCO), the former networking giant that is still trying to reshape and reinvent itself, 25 years after the large-cap…

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Posted in: CSCO

Bond Market Update: Moody’s Tells Investors: “It’s All About the Deficit”

May 18, 2025 Brian Gilmartin 2 Comments

The Moody’s downgrade – the last downgrade from the Aaa level – of U.S. Treasury debt that occurred on Friday,…

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

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Fundamentalis

  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026
  • SP 500 Earnings: Financial Sector Looking at “Average” Quarter; A Quick Look at Goldman’s Numbers
  • Nike Earnings Summary: Continued Lack of Revenue Growth is Particularly Disheartening
  • Iran Changed Everything – Can International Equity Sustain the Strength Shown in 2025 ?

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