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

Category: PCE / PCE Core

Bond Market Update and April PCE Data This Coming Week

May 25, 2025 Brian Gilmartin Leave a comment

The table above is published by Briefing.com every weekend and provides good detail on the coming week’s economic data releases.…

Continue Reading →

Posted in: 10-year Treasury yield, GDP, PCE / PCE Core

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

SP 500 Earnings: May Jobs Data Up and US Banks’ Unrealized Bond Losses

June 2, 2024 Brian Gilmartin Leave a comment

Source: Briefing.com proprietary content The first graph above shows April ’24 PCE data after Friday, May 31’s release. The 2nd…

Continue Reading →

Posted in: Monthly payroll report, PCE / PCE Core, 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

Post navigation

Page 1 of 2
1 2 Next →

Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis