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Category: JPM

JP Morgan / Morgan Stanley Report Thursday, July 14, ’22 Before Opening Bell

July 13, 2022 Brian Gilmartin Leave a comment

Investors first look at Q2 ’22 financial sector earnings will come tomorrow morning, Thursday, July 14, ’22 before the opening…

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Posted in: JPM, MS, Uncategorized

SP 500 Earnings Update: Financials Kick Off Q2 ’22 Earnings; Banks / Brokers are Attractively Valued

July 10, 2022 Brian Gilmartin Leave a comment

SP 500 data as of 7/8/22: (Data source: IBES data by Refinitiv’s This Week in Earnings): The “forward 4-quarter” estimate…

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Posted in: Bespoke, BlackRock, Ed Yardeni, JPM, SCHW, Weekly Earnings Update

Big Banks and Financials Facing Tough Compares from Q2 ’21

June 23, 2022 Brian Gilmartin Leave a comment

The compares that the large-cap banks and tech companies are still facing with Q2 ’22 financial results are still very…

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Posted in: Apple (AAPL), BAC, GS, JPM, SCHW

Fed Rate Hike: The SP 500 Needs to Regain the May ’22 Low of 3,810

June 15, 2022 Brian Gilmartin Leave a comment

The 75 basis point fed funds rate hike today, was not a surprise since after the CPI number last Friday,…

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Posted in: AGG, Amazon, Financial sector, Financials, GOOGL, JPM, MSFT, TLT

SP 500 Earnings: The Growing Conclusion There’s More Risk to “E” than “P”

June 10, 2022 Brian Gilmartin Leave a comment

Rick Rieder of Blackrock did his monthly bond call on Thursday morning, June 9th, 2022, and if readers aren’t listening…

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Posted in: BlackRock, Ed Yardeni, Jim Cramer and TheStreet, jobless claims, JPM, PE expansion / contraction

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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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