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Category: inflation

SP 500 Earnings: CPI Print Wednesday, Walmart Earnings Thursday, and Don’t Forget Inflation Expectations

August 10, 2024 Brian Gilmartin Leave a comment

The big economic print this week will be Wednesday’s July CPI and Core CPI, which along with Thursday’s July Retail…

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Posted in: 10-year Treasury yield, CPI / PPI, CPI Services ex-Shelter, inflation, inflation expectations, Weekly Earnings Update

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

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 / The US Economy Just Won’t “Break”

March 5, 2023 Brian Gilmartin Leave a comment

IBES data by Refinitiv will start to publish quarterly bottom-up EPS estimates for the year 2024 after April ‘2 ’23. The…

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Posted in: Costco (COST), inflation, Weekly Earnings Update, WMT

More Inflation (and GDP) Data This Week: The Fact is Inflation is Decelerating

February 20, 2023 Brian Gilmartin Leave a comment

This chart from Bespoke still gets kudo’s for summarizing the drop in CPI over the last 8 months (in one…

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Posted in: CPI / PPI, inflation Filed under: deflator

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