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Category: 10-year Treasury yield

Time Left in Secular Bull Equity Market – Part II

December 4, 2023 Brian Gilmartin Leave a comment

Last week, with Part I asking the same question about time remaining in this secular bull equity market, I tried…

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Posted in: 10-year Treasury yield, Bond Market(s), Decade from 2000 to 2009, FOMC meeting, KRE - Regional Bank ETF, SCHW

On Bonds: What Would a Normally-Sloped Treasury Yield Curve Look Like ?

November 5, 2023 Brian Gilmartin Leave a comment

On Bonds and the shape of the Treasury Yield Curve:  Here’s the issue with all of social media and the…

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Posted in: 10-year Treasury yield, Credit markets, Treasury Yield Curve

Some Weaker Economic Data Would Help / Treasury Refunding Announcement

October 30, 2023 Brian Gilmartin Leave a comment

The US Treasury refunding announcement at 2 pm central today has suddenly become a big deal. Like the early 1980’s…

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Posted in: 10-year Treasury yield, Treasury refundings

Are Longer-Maturity Treasuries (TLT) Bottoming and the US Could Probably Use a Mild Recession

October 15, 2023 Brian Gilmartin Leave a comment

Chris Kimble of Kimble Charting Solutions is a favorite technician, and his work is read regularly for good reason. The…

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Posted in: 10-year Treasury yield, inflation, inflation expectations, TLT, Treasuries

SP 500: How are 2024 SP 500 EPS Estimates Shaping Up ?

October 14, 2023 Brian Gilmartin Leave a comment

In a nutshell, so far so good. Here’s a quick look at the trend in 2024’s SP 500 EPS: Source:…

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Posted in: 10-year Treasury yield, 2024 SP 500 EPS estimates, Bespoke, Weekly Earnings Update

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