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Category: 10-year Treasury yield

More on Corporate Bonds, and the 10-year Treasury yield

November 3, 2022 Brian Gilmartin Leave a comment

In this post from Tuesday night, the relative attractiveness of the corporate investment grade bond sector was talked about. Unfortunately,…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds

2022 is the “GFC” for the US and Global Bond Markets / High-Grade Corporates Look Cheap

November 1, 2022 Brian Gilmartin Leave a comment

Looking at the 10/31/22 return data for the major indices, what struck me this morning was that the Barclay’s Aggregate…

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

SP 500 Weekly Earnings Update: Big Week for MegaCap Tech

October 21, 2022 Brian Gilmartin Leave a comment

The top 4 names in the SP 500 report their calendar Q3 ’22 earnings this week, although for Apple it’s…

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

SP 500 Earnings Update: Forward Estimates Continue to be Revised Lower

August 26, 2022 Brian Gilmartin Leave a comment

Per the IBES data by Refinitiv, the forward estimates for the SP 500, continue to be revised lower, which is…

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

SP 500 Earnings: Still a Lot of Nervousness over MegaCap Earnings and FOMC Next Week

July 22, 2022 Brian Gilmartin Leave a comment

Next week, Apple, Amazon, Meta and Alphabet report their June quarter earnings next week, and once again there is quite…

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Posted in: 10-year Treasury yield, Amazon, Apple (AAPL), Credit markets, Facebook (FB), GOOG, GOOGL, Meta, 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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