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Category: Weekly Earnings Update

Strong December Jobs Supports Strong SP 500 Earnings, But Maybe Not a Big Year for Stock Returns

January 10, 2025 Brian Gilmartin Leave a comment

By my count, 21 financial institutions are expected to report their Q4 ’24 earnings next week, including most of the…

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Posted in: 10-year Treasury yield, Weekly Earnings Update

SP 500 Earnings Update: Q3 ’24 Earnings Were Solid; Q4 ’24 Looks Even Stronger

January 3, 2025 Brian Gilmartin Leave a comment

Just a quick comment on Friday, January 3rd, ’25’s market action: semi’s actually saw some good volume, with Nvidia (NVDA)…

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Posted in: Weekly Earnings Update

PE Contraction in ’25 Might Matter More, Ed Yardeni, Worry When the 10-year Treasury Yield hits 5%, Expect a Bumpier ’25

December 28, 2024 Brian Gilmartin 2 Comments

Ed Yardeni was featured on CNBC’s Morning “Squawk Box” with Brian Sullivan and Sara Eisen on Friday, December 27th, 2024,…

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Posted in: 10-year Treasury yield, 2025 expected stock and bond market returns, PE expansion / contraction, Weekly Earnings Update

SP 500 Earnings: The Fallacy of Valuation and Non-US Investments

December 9, 2024 Brian Gilmartin Leave a comment

Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…

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Posted in: International (Non-US), US Dollar, US vs Non US markets, Weekly Earnings Update

SP 500 Earnings Data Won’t Call a Market Top

November 24, 2024 Brian Gilmartin Leave a comment

Having written a weekend blog post on trends in SP 500 earnings data for the last 20 years, it’s important…

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Posted in: Weekly Earnings Update

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