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Category: 10-year Treasury yield

Big Dispersion in YTD SP 500 Sector Returns ? SP 500 Forward Estimate Continues March Higher

March 3, 2018 Brian Gilmartin Leave a comment

Longtime readers that pay attention to SP 500 earnings know that the typical pattern for the “forward 4-qtr estimate” is…

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Posted in: 10-year Treasury yield, Consumer Staples, Financial sector, Standard & Poors Earnings Data, Technology

SP 500 Earnings Update: Little has Changed About the Positive SP 500 Earnings Story

February 25, 2018 Brian Gilmartin Leave a comment

“And then they shelled the Pizza Hut”. A friend from the neighborhood who went to West Point and spent five…

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

Is the Treasury and Assorted Bond Markets in Trouble ?

February 19, 2018 Brian Gilmartin Leave a comment

  This graph, lifted from Chris Kimble Solutions, the great technician out of Cincinnati, show shows the 10-year Treasury yield…

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Posted in: 10-year Treasury yield, 2017 Fiscal Policy, 2017 Tax reform, AGG, TLT, TNX, Treasuries

SP 500 Earnings Update: Forward Estimate Growth now over 20%

February 16, 2018 Brian Gilmartin Leave a comment

https://insight.factset.com/record-number-of-sp-500-companies-issuing-positive-eps-guidance-for-2018 The above link may be the best summary of this week’s earnings “action” but Factset notes pointedly that “A…

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Posted in: 10-year Treasury yield, Fwd 4-qtr growth rate (SP 500), Weekly Earnings Update

SP 500 “Earnings Yield” Jumps to 6.1% / Forward Growth Rate to 20%

February 9, 2018 Brian Gilmartin Leave a comment

Given the market action this week, i wondered if Street analysts would pull in their bullishness on forward SP 500…

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

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Fundamentalis

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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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