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Author: Brian Gilmartin

February ’23 PCE Data This Week, First Republic and the Regional Bank ETF

March 26, 2023 Brian Gilmartin Leave a comment

Here’s the list of pending economic data to be released this final week of March ’23 (from Briefing.com), and while…

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Posted in: Dr. David Kelly, PCE data

SP 500 Earnings: QQQ’s +16.93% YTD return vs. Technology sector’s expected ’23 EPS Growth of -0.5%

March 25, 2023 Brian Gilmartin Leave a comment

JP Morgan’s Investment Forum in Oak Brook, Illinois, this past week saw Dr. David Kelly kick it off with his…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Earnings Almost an Afterthought Now / Corporate Credit Spreads

March 17, 2023 Brian Gilmartin Leave a comment

With the drop in the 2-year Treasury yield this week and the resultant frenzy around next week’s FOMC meeting and…

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Posted in: Corporate High Yield, Corporate HighGrade Bonds, Credit markets, Weekly Earnings Update

SP 500 Earnings: 4th quarter, ’23 EPS Growth Continues to Stick Out

March 14, 2023 Brian Gilmartin Leave a comment

Clients know I’m not a big fan of vacations, since even with a laptop and an iPhone, one can feel…

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Posted in: Weekly Earnings Update

Bond charts – AGG and TLT – Oversold on Monthly Technicals

March 8, 2023 Brian Gilmartin Leave a comment

  Both the Barclay’s Aggregate (AGG) and the iShares Barclay’s +20-year Treasury ETF (TLT) have reached “oversold” status on the…

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Posted in: AGG, TLT

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