Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: Corporate HighGrade Bonds

SP 500 Earnings Growth Tempered with One-time Gains, and the Treasury Yield Curve

May 19, 2026 Brian Gilmartin Leave a comment

With Walmart (WMT) and Nvidia (NVDA) expected to bring the unofficial end to Q1 ’26 SP 500 earnings this week,…

Continue Reading →

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

Grim Decade for Bonds, but High-Yield Credit Wins in 2024

December 29, 2024 Brian Gilmartin Leave a comment

Here’s a decade-to-date total return chart for both the AGG ETF, and the Barclay’s US benchmark index courtesy of YCharts.…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, BASIX (Blackrock Income Fund), Corporate High Yield, Corporate HighGrade Bonds, High-Yield Credit, HYG, JMSIX (JPMorgan Income Fund), Treasuries

2019 Bond Asset Class Returns in the Last “Normal” Easing Cycle

September 11, 2024 Brian Gilmartin Leave a comment

2019 was the last year investors saw what could be called “normal” easing cycle driven by macroeconomic growth concerns and…

Continue Reading →

Posted in: 2019 Bond Asset Class Returns, 2019 Sector performance, Corporate High Yield, Corporate HighGrade Bonds, High-Yield Credit

August CPI, High-Yield Credit, and Back to the Yen Carry Trade

September 8, 2024 Brian Gilmartin Leave a comment

Here’s the coming week’s detail on US economic releases, per Briefing.com calendar: The August CPI report is due Wednesday, September…

Continue Reading →

Posted in: Corporate High Yield, Corporate HighGrade Bonds, CPI / PPI, CPI Services ex-Shelter, Credit markets, Ed Yardeni, Yen

Jobless Claims and Credit Spreads – An Update

August 7, 2024 Brian Gilmartin Leave a comment

While I thought last week’s jobless claims number of +255,000 was the highest print in the last year (and was…

Continue Reading →

Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, Credit markets, jobless claims

Post navigation

Page 1 of 3
1 2 3 Next →

Fundamentalis

  • Is Tech Sector Growth Sustainable and How are Expected Q2 ’26 SP 500 EPS Estimates Faring ?
  • Walmart Earnings Summary: Stock Testing 200-Day Moving Average After Earnings
  • StyleBox Update: The One Surprise is SmallCap Growth and Value Starting to Roll
  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2026 Fundamentalis