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Category: Weekly Earnings Update

SP 500 Earnings: Jump in Forward Estimate Worth Noting

January 5, 2024 Brian Gilmartin Leave a comment

For the 2nd week in a row, there was no data forthcoming from IBES and Refinitiv, which is actually understandable,…

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Posted in: Health Care sector, High-Yield Credit, Weekly Earnings Update

SP 500 Earnings: 2024: Will Actual Q4 ’23 SP 500 EPS Match 2023’s “Upside Surprises” ?

January 1, 2024 Brian Gilmartin Leave a comment

The IBES data by Refinitiv data, meaning the “This Week in Earnings” or the “Earnings Scorecard” reports were never sent…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Sinks to 2023 low of 5.01%

December 15, 2023 Brian Gilmartin Leave a comment

Three aspects of theĀ  struck me Friday afternoon, December 15th, 2023, while looking at the IBES data by Refinitiv and…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Still Firming Up but SP 500 Couldn’t Close Above July ’23 High

December 8, 2023 Brian Gilmartin Leave a comment

There’s nothing wrong with the trends in SP 500 earnings data, at least what’s tracked weekly at Refinitiv, since the…

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Posted in: Costco (COST), CPI / PPI, ORCL, Weekly Earnings Update

SP 500 Earnings: Nice Bump in SP 500 Forward Estimates

December 2, 2023 Brian Gilmartin Leave a comment

Readers will see a nice bump in forward estimates this week, probably at least partially due to Salesforce (CRM), Workday…

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Posted in: SP 500 EPS "rate-of-change", Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
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  • 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

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