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

Category: Weekly Earnings Update

SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week

June 7, 2025 Brian Gilmartin 2 Comments

The SP 500 closed at 6,000.36 on Friday, June 6th, 2025. It’s low on April 7th, 2025 was 4,835.04. Despite…

Continue Reading →

Posted in: 10-year Treasury yield, CPI / PPI, inflation, inflation expectations, Weekly Earnings Update

SP 500 Earnings: Watching the Q2 ’25 EPS Revisions; Harsh Cuts Already

May 17, 2025 Brian Gilmartin 2 Comments

Watching the annual EPS estimate revisions for the SP 500, the expected, full-year, EPS growth for 2025, is now looking…

Continue Reading →

Posted in: Weekly Earnings Update

Big Jump in Q1 ’25 SP 500 EPS: “Upside Surprise” for Q1 ’25 is +7%

May 2, 2025 Brian Gilmartin Leave a comment

Source: LSEG Earnings Scorecard This table shows the sharp jump in just the last week in the Q1 ’25 SP…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings: Updating Q2 ’25 EPS Trends / Q1 ’25 Earnings Look Great

April 25, 2025 Brian Gilmartin Leave a comment

The above chart shows that the “expected” SP 500 EPS growth by sector has lost about 600 bp’s or 6%…

Continue Reading →

Posted in: Weekly Earnings Update

SP 500 Earnings: Pay Attention to Q2 ’25 SP 500 EPS revisions

April 20, 2025 Brian Gilmartin Leave a comment

From most of the prominent Q1 ’25 earnings so far, which is just 59 companies per This Week in Earnings…

Continue Reading →

Posted in: Weekly Earnings Update

Post navigation

Page 1 of 105
1 2 … 105 Next →

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