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Category: Weekly Earnings Update

SP 500 Earnings: Revisions Turn Weaker, Expected 2022 EPS Growth Still Rangebound

February 11, 2022 Brian Gilmartin Leave a comment

This table is from data courtesy of IBRES data by Refinitiv, which shows how SP 500 EPS “revisions” have softened…

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Posted in: SP 500 estimate revision data, 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

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Fundamentalis

  • Financials Report This Week: Citi and JPMorgan Kick-Off the Big Banks Tuesday Morning
  • Technology Sector: Looking at the Last 5 Quarters “Upside Surprise” Factor
  • SP 500 Earnings: Nothing Much This Week, but Don’t Ignore Non-Correlated
  • 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

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