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Category: Weekly Earnings Update

SP 500 Earnings Update: Revisions are Still Positive, Which Has Been the Case for a While

August 27, 2021 Brian Gilmartin Leave a comment

SP 500 EPS are (is ?) expected to grow 44% in calendar 2021 per the current IBES / Refinitiv numbers,…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Q3 and Q4 ’21 Revenue Revisions Look Encouraging

August 20, 2021 Brian Gilmartin Leave a comment

This table is from IBES data by Refinitiv’s weekly “This Week in Earnings”, just with a longer perspective. Every single…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Q3 ’21 SP 500 EPS Growth is Looking Pretty Healthy Already

August 13, 2021 Brian Gilmartin Leave a comment

Walmart (WMT) reports their July ’21 quarter this coming Tuesday morning, which traditionally and unofficially ends the quarterly reporting period.…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Pressure Emerges on Top-Down Calendar Year EPS Estimates

August 8, 2021 Brian Gilmartin Leave a comment

The first aspect of the weekly earnings data that jumped out this weekend is that it appears one or more…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: SP 500’s Forward Estimate Increases are Remarkable

July 30, 2021 Brian Gilmartin Leave a comment

As a regular blogger, I try not to be hyperbolic in terms of the market or earnings, but the forward…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • JPMorgan, Citigroup, and Bank of America Earnings Previews: Eventually a Return to More Normal Growth
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  • 10-year Treasury Note Greatly Oversold on Eve of September Nonfarm Payroll Report
  • Key Economic Data This Week and the Treasury 10-Year Yield Bias Still Higher
  • Nike Earnings Preview: The Only Bullish Aspect to Nike’s Stock is the Extreme Bearishness

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