Category: Bespoke

Does Earnings Pessimism Portend Favorably for the SP 500 Heading Into Earnings Season ?

October 11, 2015 Brian Gilmartin Leave a comment

In a word (or words), “Yes, yes it does” and we can thank the weekly Bespoke Report for the background…

Posted in: Bespoke, Consumer Discretionary, HAL, Industrials, SLB

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

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