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Category: US Dollar

Energy and Currency “Comp’s” Start to Improve in Q4 ’15

August 29, 2015 Brian Gilmartin Leave a comment

With 490 of the SP 500 having reported Q2 ’15 earnings, ex-Energy, according to Factset, SP 500 earnings rose +5.9%.…

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Posted in: Currency, Earnings, Earnings estimate revisions, Earnings Weight vs Market Cap, Energy sector, US Dollar, Weekly Earnings Update

SP 500 Weekly Earnings Update: Ex-Energy, and Dollar, Expect Pretty Strong Q1 ’15 Earnings from SP 500

March 20, 2015 Brian Gilmartin Leave a comment

By the numbers, according to Thomson Reuters “This Week in Earnings” as of Friday, March 20, 2015: —————- Forward 4-quarter…

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Posted in: Crude oil / Energy, Energy sector, Financial sector, Financials, US Dollar, Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward 4-Quarter Growth Rate Barely Positive. Hasn’t Been Negative since 2009

March 14, 2015 Brian Gilmartin Leave a comment

The Thomson Reuters earnings data I track on an Excel spreadsheet goes back a long way, back to the year…

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Posted in: FDX, LEN, LEN TIF, ORCL, US Dollar, Weekly Earnings Update

2.15.15: Haven’t Done a Linkfest In A While

February 15, 2015 Brian Gilmartin Leave a comment

Josh Brown is hilarious: read the caption under the G20 picture. JB is a must-read every week. The best of…

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Posted in: EEM, Emerging Markets, US Dollar, UUP, Weekend Link Fest

9.13.14: SP 500 Weekly Earnings Update – Bonds and the Dollar Take Center Stage

September 13, 2014 Brian Gilmartin Leave a comment

  Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter estimate fell to $125.80 from last week’s $126.34, or a decline…

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Posted in: Basic Materials, Consumer Staples, Industrials, interest rates, Technology, US Dollar, Weekly Earnings Update

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Fundamentalis

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  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
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  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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