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Author: Brian Gilmartin

JPMorgan / Citigroup Q2 ’24 Earnings Previews: Both Should Have Decent Quarters with Different Catalysts

July 10, 2024 Brian Gilmartin Leave a comment

JPMorgan (JPM): JPM is scheduled to release their Q2 ’24 financial results before the opening bell, Friday, July 12th, 2024,…

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Posted in: C, JPM

Bond Market Annual Returns: Beware of Curve Steepening

Brian Gilmartin Leave a comment

The last time the Fed cut the fed funds rate, the Fed easing monetary policy started with Janet Yellen in…

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

SP 500 Earnings: Healthy Quarterly Bump in SP 500 Forward Estimate / Tech Sector Trends

July 6, 2024 Brian Gilmartin Leave a comment

The big banks start reporting next Friday, July 12th, ’24. Look for JP Morgan (JPM), Citigroup (C) and Wells Fargo…

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Posted in: Weekly Earnings Update

A Red Flag / SP 500 Annual Returns / Top 10 Holdings

July 4, 2024 Brian Gilmartin Leave a comment

In JPMorgan’s (JPM), “Guide to the Market” presentation last Monday, July 1 ’24, Dr. David Kelly, JPMorgan’s Chief Global Strategist,…

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Posted in: SP 500 annual return

A Look at SP 500 Sector EPS and Revenue Growth Trends into Q2 ’24

June 29, 2024 Brian Gilmartin Leave a comment

Data source: LSEG (formerly IBES data by Refinitiv) Q2 ’24 SP earnings will start in the next two weeks –…

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Posted in: Communications sector, Financial sector, Financials, Health Care sector, Sector Earnings Growth Estimates, SP 500 Revenue Growth, Technology

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Fundamentalis

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  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout

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