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Category: 10-year Treasury yield

Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum

May 7, 2025 Brian Gilmartin 2 Comments

The first Great Conundrum was in the early 2000’s after the 2001 – 2002 50% bear market in the SP…

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Posted in: 10-year Treasury yield, Great Rcecession (2008), inflation expectations

Does Bond Market Instability Result in the Fed Easing Sooner Than This Summer ?

April 11, 2025 Brian Gilmartin Leave a comment

Rick Rieder, Blackrock’s CIO, held his monthly call with investors on Monday, April 7th at 7 am central time. Usually…

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Posted in: 10-year Treasury yield

2025: A Very Different Year: Duration Over Credit, Value Over Growth, Int’l Over US

March 2, 2025 Brian Gilmartin Leave a comment

With 2 full months of the year completed, the SP 500 (SPY) is up +1.38% while the Barclay’s Aggregate is…

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Posted in: 10-year Treasury yield, AGG, High-Yield Credit, JMSIX (JPMorgan Income Fund), TLT

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

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

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

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  • Cisco Earnings Preview: The Networking Giant has Averaged 3% Revenue Growth pear Year since 2010
  • Inflation Expectations vs. 10-year Treasury Yield – the (2nd) Great Conundrum
  • Fixed-Income Annual Returns and Falling Crude Oil Prices
  • International Returns Starting to Shine, But Probably Not Like March, 2000 through 2007

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