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Category: Weekly Earnings Update

SP 500 Earnings Update: Can Investors See Lousy SP 500 Earnings and Yet Have a Positive Return for the Benchmark ?

February 17, 2023 Brian Gilmartin Leave a comment

Last week, it was an oversight to not post the SP 500 valuation data and relative metrics. Has to be…

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Posted in: Weekly Earnings Update

SP 500 Earnings: How have Estimated 2023 Sector Growth Rates Changed Since 12/31/22 ?

February 12, 2023 Brian Gilmartin Leave a comment

The 5-year Treasury yield jumped 27 bp’s last week, from 3.66% the prior week to close, to 3.93% at this…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Corporate High-Yield Had a Good Week

February 4, 2023 Brian Gilmartin Leave a comment

Twitter was the first medium – I believe it was Lisa Abramowicz of Bloomberg – that noted that the February…

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Posted in: High-Yield Credit, HYG, Weekly Earnings Update

SP 500 Earnings: Revisions Becoming Less Negative (?) / Megacap Week / Top 10 Holdings

January 27, 2023 Brian Gilmartin Leave a comment

Rather than bury the lede, this table is catching my interest since it a.) looks at the forward SP 500…

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Posted in: Apple (AAPL), Weekly Earnings Update

SP 500 Earnings: Weakness Expected Through Mid-2023

January 22, 2023 Brian Gilmartin Leave a comment

Looking at this table, which is constructed from IBES data by Refinitiv’s Earnings Scorecard, indicates that the Q4 ’22 and…

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Posted in: 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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