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Category: GDP

Bond Market Update and April PCE Data This Coming Week

May 25, 2025 Brian Gilmartin Leave a comment

The table above is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases.…

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Posted in: 10-year Treasury yield, GDP, PCE / PCE Core

SP 500 Earnings: Nvidia Earnings Overshadow the July GDP and PCE Data

August 27, 2024 Brian Gilmartin Leave a comment

With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…

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Posted in: 10-year Treasury yield, GDP, Nvidia (NVDA), PCE / PCE Core, PCE data, Weekly Earnings Update

Economic Growth is Good, Unless You Are a Bond Market

September 7, 2023 Brian Gilmartin Leave a comment

What spooked the Treasury market on Wednesday, September 6th, 2023, when the 10-year Treasury yield traded up to 4.30% once…

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Posted in: 10-year Treasury yield, AGG, annual return, GDP, TLT

SP 500 Earnings Update, More Inflation Data, and November Jobs Report This Coming Week

November 26, 2022 Brian Gilmartin Leave a comment

That’s a lot of what could be market-moving economic data scheduled to be released this week: We will see both…

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Posted in: GDP, High-Yield Credit, Housing, Market breadth

Q1 ’18 GDP: Capex Boom Will Pay Dividends Down the Road

April 29, 2018 Brian Gilmartin Leave a comment

(This blog is offered free of charge to anyone interested in hearing SP 500 earnings related thoughts / opinions, so…

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Posted in: GDP

Fundamentalis

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  • 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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