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Category: Weekly Earnings Update

Weekly Earnings Update: The 10-Year Treasury Yield Closes at 1.20% This Week

February 12, 2021 Brian Gilmartin Leave a comment

The headline to tonight’s post isn’t really an “earnings-related” topic, but the 10-year Treasury yield bottomed right around the Jackson…

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

Continued Higher Revisions on Forward SP 500 EPS Estimates

February 7, 2021 Brian Gilmartin Leave a comment

This weekend, the lack of any material change to SP 500 sector growth rates is puzzling, given that there is…

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

Sp 500 Weekly Earnings Update: How Have 2021 Expected Sector Growth Rates Changed ?

February 5, 2021 Brian Gilmartin Leave a comment

The SP 500 rose 4.6% this past week, after falling over 3% last week. The fact that January ’21’s SP…

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Posted in: Weekly Earnings Update

SP 500 Earnings Revisions Look Great: Stock Reactions Could Portend Weakness Ahead

January 29, 2021 Brian Gilmartin Leave a comment

Tech earnings this week from Microsoft (MSFT), Apple (AAPL) and Facebook (FB), were all strong beats. The stock prices after…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings Update: Upward Revisions to Forward Estimates Portend Positively for Market

January 23, 2021 Brian Gilmartin Leave a comment

Per the IBES by Refinitiv data, here’s the key metrics for the SP 500 as of 1/22/21: The forward 4-quarter…

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Posted in: stock market sentiment, Weekly Earnings Update

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Fundamentalis

  • SP 500 Earnings: Crude Oil, First Brands, and Financials Set the Tone This Week
  • Goldman Sachs and Morgan Stanley Earnings Preview: Investment Banking Revenues Will Drive Quarterly Results
  • At Least 30 Financials Report Next Week – Credit Not Likely an Issue (Yet) – A Look at Two Big Banks
  • Nike Post Earnings: EPS Estimates Didn’t Increase Much, Probably Thanks to the Higher Tariffs
  • SP 500 Earnings: The Relentless – but Still Measured – Rally in the SP 500

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