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Category: 10-year Treasury yield

The 10-Year Treasury Yield and a Year of P.E Compression ?

April 1, 2018 Brian Gilmartin Leave a comment

Always grateful when the thoughtful and measured Jeff Miller, the author of one of Seeking Alpha’s more popular weekly columns,…

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Posted in: 10-year Treasury yield, AGG, Bond Market(s), S&P 500, SP 500 forecast(s), TBF - inverse Treasury, TLT

SP 500 Earnings Yield Jumps to 6.11%

March 24, 2018 Brian Gilmartin Leave a comment

The SP 500 earnings yield ended Friday, March 23, 2018 at 6.11%, higher than the 6% print on February 9th,…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, Weekly Earnings Update

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

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