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Category: Weekly Earnings Update

SP 500 Earnings Update: Earnings Revisions Solid This Week, but Watch That 10-Year Treasury Yield

February 6, 2022 Brian Gilmartin Leave a comment

The big issue for the SP 500 and the US stock market (in my opinion) is that – after the…

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

SP 500 Earnings Update: SP 500 Earnings Yield Still Above 5%

January 28, 2022 Brian Gilmartin Leave a comment

Technically, Q4 ’21 earnings releases will last another 3 weeks or so and then Q4 ’21 will be done. Since…

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Posted in: BA, Industrials, SP 500 Earnings Yield, Weekly Earnings Update

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

January 21, 2022 Brian Gilmartin Leave a comment

With the 5.3% decline in the SP 500 this week, the “earnings yield” jumped to 5.1% at Friday’s close, reaching…

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Posted in: SP 500 Earnings Yield, Weekly Earnings Update

SP 500 Earnings & Bond Market Thoughts: Higher Rates Could Negate Strong Earnings

January 15, 2022 Brian Gilmartin Leave a comment

This blog’s start this week, will be completely different, since we’re starting with some bond market commentary and thoughts. The…

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Posted in: 10-year Treasury yield, Bond Market(s), GS, SCHW, Weekly Earnings Update

SP 500 Earnings Update: Big Banks Report Friday – A Look at the Numbers – Top 10 Holdings as of 12/31/20

January 9, 2022 Brian Gilmartin Leave a comment

As we roll into the new quarter and the new year, the forward 4-quarter estimate transitions from last quarter’s Q4…

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Posted in: BAC, C, JPM, Top 10 Client Holdings, Weekly Earnings Update, WFC Filed under: C

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Fundamentalis

  • Style-Box Update: Growth Still Leading Value Across Market-Caps: Zeroing in on Mid-Caps
  • SP 500 Earnings Update: The 10-year-and-Under Treasury Maturities Are Now All Below the Fed Funds Rate
  • No Question, the Monetary Policy (Interest Rate) Narrative Has Changed (For the Better)
  • Nike Earnings Preview: Some Improvement is Expected; The 7% Free-Cash-Flow Yield Helps
  • SP 500 Earnings Update: Q2 ’25 Earnings Should be Ok; The Attention Turns to Q3 ’25 Guidance

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