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Category: Weekly Earnings Update

Another Perspective on SP 500 Earnings

August 19, 2022 Brian Gilmartin Leave a comment

The regular update will be out this weekend, but I wanted to show readers some of FundStrat’s earnings work as…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: SP 500 Forward EPS Diverging from Bullish Technicals

August 12, 2022 Brian Gilmartin Leave a comment

The forward 4-quarter estimate (FFQE) continues to decline as of the week ending August 12, ’22. Not what you’d expect…

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Posted in: High-Yield Credit, Weekly Earnings Update, WMT

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

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Fundamentalis

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  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

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