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Category: Weekly Earnings Update

SP 500 Earnings: Forward Estimates Continue to be Revised Higher

June 7, 2024 Brian Gilmartin Leave a comment

The consistent and persistent strength in SP 500 earnings is pretty remarkable, and per last Monday, June 3rd’s detailed SP…

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Posted in: 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…

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Posted in: Monthly payroll report, PCE / PCE Core, Weekly Earnings Update

SP 500 Earnings: There is Nothing Wrong With SP 500 Earnings

May 24, 2024 Brian Gilmartin Leave a comment

Nvidia’s earnings weight is 3.2% within the SP 500, while it’s market cap weight as of Thursday night’s, May 23rd…

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Posted in: Weekly Earnings Update

SP 500 Earnings and StyleBox Update: Can Nvidia Earnings Re-Ignite a Rather Subdued Tech Sector ?

May 18, 2024 Brian Gilmartin Leave a comment

With Walmart (WMT) reporting this past week, it’s thought the Q1 ’24 earnings season has officially ended, but with Nvidia…

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Posted in: Nvidia (NVDA), Style analysis, Weekly Earnings Update

SP 500 Earnings: Strong, and “Upside Surprise” Higher than Last Few Quarters

May 3, 2024 Brian Gilmartin Leave a comment

With tech earnings out of the way, SP 500 earnings continue to be healthy, robust in fact, although that’s been…

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

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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