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Category: FOMC meeting

Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th

July 26, 2026 Brian Gilmartin Leave a comment

Rick Rieder, Blackrock’s major guru of everything fixed income – Blackrock’s Global Chief Investment Officer of Global Fixed Income –…

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Posted in: 10-year Treasury yield, BlackRock, Blackrock (BLK), Bond Market(s), CME, CME fed funds futures, FOMC meeting

SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report

July 25, 2026 Brian Gilmartin 3 Comments

The SP 500 “earnings yield” ended the week at 5.03%, it’s highest print since the last week of March, ’26.…

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Posted in: FOMC meeting, GOOGL, Weekly Earnings Update

Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change

December 8, 2025 Brian Gilmartin Leave a comment

(H/t Mike Zaccardi) Table from Bank of America showing the change in 2-year and 10-year Treasury yields dating back to…

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Posted in: 10-year Treasury yield, Ben Bernanke, Bond Market(s), Bond Market(s) annual return, Federal Reserve, FOMC meeting

Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought

September 13, 2025 Brian Gilmartin Leave a comment

While Treasury yields have rallied sharply over the last three weeks (since the end of August) it looks like the…

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Posted in: 10-year Treasury yield, FOMC meeting, stock market sentiment

SP 500 Earnings This Week: The FOMC Decision, Mega-Cap Tech Earnings, and then December PCE Friday Morning

January 25, 2025 Brian Gilmartin Leave a comment

Source: EarningsWhispers chart Tesla (TSLA), Meta (META) and Microsoft (MSFT) all report after the closing bell, Wednesday, January 29th, 2025.…

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Posted in: 10-year Treasury yield, FOMC meeting, Industrial sector, Industrials, PCE / PCE Core, PCE data, Weekly Earnings Update

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Fundamentalis

  • Bond Markets Getting Oversold; Fed Funds Futures Indicate the FOMC Will Stand Pat on Wednesday, July 29th
  • SP 500 Earnings: SP Earnings Yield now 5%; A Quick Take on Google’s Earnings Report
  • Alphabet Earnings Preview: The Big Metrics: Free-Cash-Flow and Capex Guidance
  • IBM Earnings Preview: A Maddening Long Since the Late ’24 Breakout
  • JPMorgan, CitiBank Earnings Previews: Share Repurchases and Capital Return Are Probably Under-Appreciated

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