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Category: Weekly Earnings Update

The 10-year Treasury Yield Break Above 4.35% is Worrisome

September 23, 2023 Brian Gilmartin Leave a comment

Despite the commentary around Jay Powell’s “hawkish commentary” at the Wednesday, September 20th, ’23 FOMC presser, the odds that the…

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

SP 500 Earnings Update and a Look at Costco Vs Walmart Revenue Estimates

September 15, 2023 Brian Gilmartin Leave a comment

Walmart is now trading at an all-time-high, although the so-called breakout above the May ’22 highs around $160 has been…

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Posted in: Costco (COST), Weekly Earnings Update, WMT

SP 500 Earnings and an Oracle Earnings Preview

September 9, 2023 Brian Gilmartin Leave a comment

Oracle (ORCL) is another large-cap technology software company that will report their fiscal Q1 ’24 financial results after the closing…

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Posted in: MSFT, ORCL, Weekly Earnings Update

SP 500 Earnings: Still Moving Higher / Quick Look at Apple Revenue / All About Interest Rates

August 19, 2023 Brian Gilmartin Leave a comment

Just updated the spreadsheet for Apple this week, with latest EPS and revenue estimates. Like much of the large-cap tech…

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Posted in: 10-year Treasury yield, Apple (AAPL), Bespoke, Weekly Earnings Update

SP 500 Earnings: Forward Estimates Have Definitely Firmed

August 5, 2023 Brian Gilmartin Leave a comment

Last week’s blog post could have been cut-and-pasted again, and left as this week’s blog post, but it’s best to…

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

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