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

Category: PCE data

SP 500 Earnings This Week: The FOMC Decision, Mega-Cap Tech Earnings, and then December PCE Friday Morning

January 25, 2025 Brian Gilmartin Leave a comment

Source: EarningsWhispers chart Tesla (TSLA), Meta (META) and Microsoft (MSFT) all report after the closing bell, Wednesday, January 29th, 2025.…

Continue Reading →

Posted in: 10-year Treasury yield, FOMC meeting, Industrial sector, Industrials, PCE / PCE Core, PCE data, Weekly Earnings Update

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…

Continue Reading →

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

GDP and PCE Data This Week: Don’t Forget About Inflation Expectations

May 27, 2024 Brian Gilmartin Leave a comment

The Q2 ’24 Atlanta GDP Nowcast is projecting mid 3% GDP for the 2nd quarter, 2024. The scheduled GDP release…

Continue Reading →

Posted in: CPI / PPI, Crude oil / Energy, PCE / PCE Core, PCE data

January ’24 PCE Data Due Thursday / Two Interesting Charts on China and High-Yield

February 25, 2024 Brian Gilmartin Leave a comment

This comprehensive economic calendar from Briefing.com shows the expected economic data releases for the coming week. Given the jump in…

Continue Reading →

Posted in: Corporate High Yield, CPI / PPI, FXI, High-Yield Credit, HYG, PCE data

February ’23 PCE Data This Week, First Republic and the Regional Bank ETF

March 26, 2023 Brian Gilmartin Leave a comment

Here’s the list of pending economic data to be released this final week of March ’23 (from Briefing.com), and while…

Continue Reading →

Posted in: Dr. David Kelly, PCE data

Fundamentalis

  • When the Iconic CEO Moves On, Evaluate Your Investment
  • Emerging Markets Ex-China (EMXC) Poised to Make New All-Time-High
  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis