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Category: 2025 SP 500 expected sectors growth rates

SP 500 Earnings: Thoughts on JPMorgan’s Call. Q2 ’25 Guidance, Changes in SP 500 EPS Estimates Will Get the Attention

April 12, 2025 Brian Gilmartin Leave a comment

JP Morgan (JPM) rose $9 or 4% after reporting their Q1 ’25 financial results early Friday morning. The House that…

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Posted in: 2025 SP 500 expected sectors growth rates, JPM, Weekly Earnings Update

SP 500 Earnings: Q4 ’24 SP 500 Earnings Strong (except Tech); Now Seeing Negative Revisions to 2025 Estimates

February 7, 2025 Brian Gilmartin 2 Comments

Part of these negative revisions for 2025 SP 500 EPS growth estimates are undoubtedly from the cautious guidance from Microsoft…

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Posted in: 2025 SP 500 expected sectors growth rates, Weekly Earnings Update

Which SP 500 Sectors – from an Earnings Perspective – Are Shaping Up for a Healthy 2025 ?

August 31, 2024 Brian Gilmartin Leave a comment

Despite Mag 7 price action, tech sector forward estimates are still rising. Looking at estimated earnings growth for full-year 2024…

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Posted in: 2025 SP 500 expected sectors growth rates, Sector Earnings Growth Estimates, Technology Filed under: 2025 expected sector growth rates

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

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