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Category: Weekly Earnings Update

SP 500 Earnings: Forward Revisions Still Negative

August 5, 2022 Brian Gilmartin Leave a comment

Forward EPS estimates were revised lower again this week, revision action that isn’t encouraging. What’s puzzling is that – when…

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Posted in: 2018, 2019 SP 500 earnings, Weekly Earnings Update

SP 500 Earnings: Sharp SP 500 Estimate Cuts Meet the Best Monthly Rally Since November ’20

July 29, 2022 Brian Gilmartin Leave a comment

The rally quote was from CNBC’s nightly summary. July ’22 index returns: Dow Jones: +6% SP 500: +9.1% Nasdaq: +12.4%…

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Posted in: SP 500 estimate revision data, Weekly Earnings Update

SP 500 Earnings: Still a Lot of Nervousness over MegaCap Earnings and FOMC Next Week

July 22, 2022 Brian Gilmartin Leave a comment

Next week, Apple, Amazon, Meta and Alphabet report their June quarter earnings next week, and once again there is quite…

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Posted in: 10-year Treasury yield, Amazon, Apple (AAPL), Credit markets, Facebook (FB), GOOG, GOOGL, Meta, Weekly Earnings Update

SP 500 Earnings Update: The Negative Sentiment is Smothering

July 15, 2022 Brian Gilmartin Leave a comment

SP 500 earnings have seen a little deterioration in the last few weeks, with this week’s data, coming from the…

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Posted in: 2008 Financial Crisis, Bespoke, Netflix, Telco, Weekly Earnings Update

SP 500 Earnings Update: Financials Kick Off Q2 ’22 Earnings; Banks / Brokers are Attractively Valued

July 10, 2022 Brian Gilmartin Leave a comment

SP 500 data as of 7/8/22: (Data source: IBES data by Refinitiv’s This Week in Earnings): The “forward 4-quarter” estimate…

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Posted in: Bespoke, BlackRock, Ed Yardeni, JPM, SCHW, Weekly Earnings Update

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