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Category: Weekly Earnings Update

SP 500 Earnings: Financial and Energy Sectors

May 14, 2023 Brian Gilmartin Leave a comment

With Walmart’s scheduled earnings Thursday morning, May 18th, 2023, it is thought that the earnings season unofficially ends with Walmart’s…

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Posted in: Consumer Staples, Energy sector, Financial sector, Weekly Earnings Update, WMT

SP 500 Earnings: Big Jump in Q1 ’23 SP 500 EPS Estimate

May 7, 2023 Brian Gilmartin Leave a comment

Rather than bury the lead, the blog will show the increase in the Q1 ’23 SP 500 EPS estimate since…

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Posted in: Weekly Earnings Update

SP 500 Earnings: “Upside Surprise” Very Strong / 2-Year Treasury Yield Tells All

April 28, 2023 Brian Gilmartin Leave a comment

The “upside surprise” or beat rates for Q1 ’23 SP 500 earnings are quite strong, with the recent IBES by…

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Posted in: Consumer Discretionary, Weekly Earnings Update

SP 500 Earnings: More Inflation Data Due this week, Along with Mega-Cap Tech Earnings

April 21, 2023 Brian Gilmartin Leave a comment

The attached template (from Briefing.com) on expected economic data next week, including the first look at Q1 ’23 GDP, the…

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Posted in: Amazon, GOOG, GOOGL, Meta, MSFT, Weekly Earnings Update

SP 500 Earnings: PE Expansion vs Contraction – Providing Some Color to the Earnings Narrative

April 16, 2023 Brian Gilmartin Leave a comment

The SP 500 is up +8.27% YTD (per the Morningstar data), while expected S&P 500 earnings (EPS) growth in 2023…

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Posted in: PE expansion / contraction, Tesla, Weekly Earnings Update

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