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Author: Brian Gilmartin

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

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

SP 500 Earnings: Forward SP 500 EPS Estimates Have Firmed

July 28, 2023 Brian Gilmartin Leave a comment

Roughly half of the SP 500 has reported their Q2 ’23 financial results and the forward estimate has firmed up…

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Posted in: NKE, SP 500 EPS "rate-of-change", Weekly Earnings Update

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings: Lots of Banks Report This Week / A Classic Year of PE Expansion for SP 500

July 15, 2023 Brian Gilmartin Leave a comment

Lots of banks reporting this week. The global custodial banks like State Street (STT), Bank of New York Mellon (BK)…

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Posted in: Financial sector, PE expansion / contraction, Weekly Earnings Update

Q2 ’23 SP 500 Earnings Should Be Just Fine: Watch the Upside Surprise for EPS

July 13, 2023 Brian Gilmartin Leave a comment

Watching the numbers every week by writing the SP 500 earnings update, helps stay abreast of any changes that might…

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Posted in: Sector Earnings Growth Estimates, SP 500 estimate revision data

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Fundamentalis

  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine

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