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Category: 10-year Treasury yield

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

August 19, 2023 Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

Will the US Treasury Market Have a Decade Like Stocks Did from 2000 to 2009 ? (Inflation data this week)

August 6, 2023 Brian Gilmartin Leave a comment

The SP 500 fell roughly 2.25% last week – it’s first weekly decline since mid-May ’23 – per the technical…

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Posted in: 10-year Treasury yield, AGG, CPI / PPI, inflation, TLT

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

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

Tech Overheating and a Tough May ’23 for Treasuries

May 30, 2023 Brian Gilmartin Leave a comment

May ’23 still has 2 days remaining but here’s the basis point change in Treasuries (as of Friday, May 26)…

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Posted in: 10-year Treasury yield, Technology, Treasuries

SP 500 Earnings / Big Jump in 10-Year Treasury Yield This Week

December 23, 2022 Brian Gilmartin Leave a comment

The ghost of Jerome Powell’s mid-December ’22 post-FOMC presser continued to linger this week, as the 10-year Treasury yield jumped…

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

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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