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Category: 10-year Treasury yield

SP 500 Earnings & Bond Market Thoughts: Higher Rates Could Negate Strong Earnings

January 15, 2022 Brian Gilmartin Leave a comment

This blog’s start this week, will be completely different, since we’re starting with some bond market commentary and thoughts. The…

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Posted in: 10-year Treasury yield, Bond Market(s), GS, SCHW, Weekly Earnings Update

Financials: A Quick Rundown of Big Names Reporting This Coming Week

July 10, 2021 Brian Gilmartin Leave a comment

A lot of big financial names report this week. Some will be covered here, in terms of pre-earnings analysis, with…

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Posted in: 10-year Treasury yield, BAC, Financial sector, Financials, GS, JPM, SCHW

SP 500 Weekly Earnings Update: Positive Earnings Trends Remain in Place

May 22, 2021 Brian Gilmartin Leave a comment

Let’s go through the tables quickly: EPS and revenue growth rate revisions:  Data source: IBES by Refinitiv Note that Q2…

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

Some Bond Market Charts – Corporate High-Yield is Fully-Valued

April 18, 2021 Brian Gilmartin Leave a comment

Chart source: Worden TC 2000 Gold Click on and expand the above TLT chart (+20 year Treasury ETF) and you’ll…

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Posted in: 10-year Treasury yield, Bond Market(s), HYG, SHYG, TLT

It’s “Unanticipated” Inflation That is the Bond Market Killer

March 16, 2021 Brian Gilmartin Leave a comment

In studying Bond Management, and Money & Banking and the like in business school and the CFA program the one…

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Posted in: 10-year Treasury yield, Bond Market(s)

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