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Category: Weekly Earnings Update

SP 500 Earnings Update: SP 500 +6% This Week as Forward SP 500 Earnings Continue to Improve

March 19, 2022 Brian Gilmartin Leave a comment

The SP 500 jumped 6% this week, in a week many of the pundits are calling a record series of…

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Posted in: Commodities, Weekly Earnings Update

SP 500 Earnings: “Worst Multiple Compression Since 1990” as SP 500 Earnings Yield at 5.39%

March 12, 2022 Brian Gilmartin Leave a comment

Long-time readers know that Bespoke’s research is one of my top picks for “value-added” work, and this weekend’s Bespoke Report…

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Posted in: 2021 SP 500 sector growth rates, 2022, Weekly Earnings Update

SP 500 Weekly Earnings: A Return to Normal for 2022 SP 500 EPS (or maybe not)

March 6, 2022 Brian Gilmartin Leave a comment

The SP 500 earnings lessons from the pandemic taught us that sell-side consensus for SP 500 earnings (actual vs estimates)…

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Posted in: SP 500 Earnings Yield, SP 500's "upside surprise", Weekly Earnings Update

SP 500 Weekly Earnings Update: SP 500 Earnings Yield at Another Multi-Month High

February 18, 2022 Brian Gilmartin Leave a comment

A couple interesting metrics jumped out on the SP 500 EPS spreadsheet this week: The SP 500 EPS estimate has…

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Posted in: 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

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