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Author: Brian Gilmartin

SP 500 Earnings: Large-Cap Growth Corrects as High Yield Credit Spreads Tighten

July 20, 2024 Brian Gilmartin Leave a comment

As of Thursday night, July 18, 2024, only 70 companies had reported Q2 ’24 earnings results, so the sample size…

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Posted in: 10-year Treasury yield, Credit markets, High-Yield Credit

JPMorgan and Citigroup Earnings Summaries: Like Both, But Citigroup is a Cheaper, Longer-Term Play

July 17, 2024 Brian Gilmartin Leave a comment

In the earnings preview written late last week on what was expected for the two banking giants Friday morning, July…

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Posted in: C, JPM

Netflix Earnings Preview: Still Innovating, Want to Own More, Waiting on a Pullback

Brian Gilmartin Leave a comment

Netflix (NFLX) is scheduled to report their Q2 ’24 financial results after the bell on Thursday, July 18 ’24, with…

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Posted in: Netflix

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

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
  • Market Breadth Perspective and Avoid Nike After the Guidedown
  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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