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Category: Weekly Earnings Update

SP 500 Earnings: Fed Funds Hike Next Week and Microsoft / Alphabet Report

July 21, 2023 Brian Gilmartin Leave a comment

Don’t forget the FOMC release is Wednesday afternoon, July 26th, and according to the CME FedWatch tool, there is a…

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Posted in: BA, Coca-Cola (KO), Energy ETF's (XLE, Energy sector, GOOGL, INTC, MSFT, Weekly Earnings Update

SP 500 Earnings: Lots of Banks Report This Week / A Classic Year of PE Expansion for SP 500

July 15, 2023 Brian Gilmartin Leave a comment

Lots of banks reporting this week. The global custodial banks like State Street (STT), Bank of New York Mellon (BK)…

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Posted in: Financial sector, PE expansion / contraction, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Nears 5%

July 1, 2023 Brian Gilmartin Leave a comment

Next week, the “forward 4-quarter estimate” will jump to $230.69 (or thereabout), as the range of quarter’s is changed from…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Drops to 5.1%

June 18, 2023 Brian Gilmartin Leave a comment

Under 5% and the SP 500 earnings yield (EY) tells us the equity market is too stretched. The EY is not…

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Posted in: SP 500 Earnings Yield, Taxable High Yield, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Supports Technically Overbought Market

June 11, 2023 Brian Gilmartin Leave a comment

Overbought market:  Technically the SP 500 is now in “extreme overbought” range per this weekend’s Bespoke chart. SP 500 Earnings…

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Posted in: CPI / PPI, mu, ORCL, SP 500 Earnings Yield, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin

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