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Category: SP 500 estimate revision data

Despite Tariff Fears, ’19 and ’20 SP 500 EPS Estimates See First Signs of Improvement

May 10, 2019 Brian Gilmartin Leave a comment

  May seem like a small data point but this week showed the first sequential improvement in the “4-week” rate…

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Posted in: 10-year Treasury yield, SP 500 Earnings Yield, SP 500 estimate revision data

How Have Full-Year 2019 SP 500 Earnings Estimates Changed ?

April 27, 2019 Brian Gilmartin Leave a comment

First, for the first time in a while, the number of “positive revisions” to SP 500 estimates outnumber “negative revisions:…

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Posted in: 2019 SP 500 earnings, Financial sector, Financials, SP 500 estimate revision data, Uncategorized

Have Expected 2019 SP 500 Earnings Estimates Been Reduced Too Much ?

March 23, 2019 Brian Gilmartin Leave a comment

With 497 of the SP 500  having reported their Q4 ’18 earnings, attention has been focused on Q1 ’19 and…

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Posted in: HYG, PE expansion / contraction, SP 500 estimate revision data, SP 500 forecast(s), Weekly Earnings Update

SP 500 EPS Estimate Revisions: What is it About the First Quarter in Terms of Earnings Weakness ?

February 24, 2019 Brian Gilmartin Leave a comment

When this blog post was written about a month ago, the SP 500 EPS estimate revision data was exhibiting the…

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Posted in: SP 500 estimate revision data

SP 500 Earnings Revisions Firmly Negative

January 27, 2019 Brian Gilmartin Leave a comment

The above table is SP 500 estimate revisions that are tracked every week from the I/B/E/S by Refinitiv report “This…

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Posted in: SP 500 estimate revision data

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Fundamentalis

  • SP 500 Earnings: Everyone is Now an SP 500 Earnings Expert, and a Quick Look at Cisco’s Expected Earnings
  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again

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