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Category: Weekly Earnings Update

SP 500 Earnings: Fed Will Cut Fed Funds 25 bp’s Next Thursday, November 7th

November 1, 2024 Brian Gilmartin Leave a comment

Above is the CME’s Fedwatch, cut-and-pasted this morning after the October non-farm payroll report, showing a 99.4% probability of a…

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Posted in: Communications sector, Consumer Discretionary, Financial sector, Financials, Technology, Weekly Earnings Update

SP 500 Earnings: Big Week Ahead: Econ Data, and MegaCap Earnings Reports Will Keep Everyone Busy

October 26, 2024 Brian Gilmartin Leave a comment

Attached is Briefing.com’s listing of all the economic data scheduled for next week, starting with Tuesday morning, October 29th ’24.…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Mega-Cap Tech Names Don’t Report Until Halloween Week

October 18, 2024 Brian Gilmartin Leave a comment

The big tech companies, or the so-called Mega-cap 7, do not report their Q3 ’24 financial results until Halloween week:…

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Posted in: SP 500's "upside surprise", Top 10 Earnings weights, Top 10 Market Cap Weights, Weekly Earnings Update

SP 500 Earnings: Financials Face a Tough Compare with Q3 ’23

October 4, 2024 Brian Gilmartin Leave a comment

Next week, Q3 ’24 earnings start and the majority of the interest on the part of investors will be Friday,…

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Posted in: Financial sector, Financials, Weekly Earnings Update

SP 500 Earnings: Quarterly Bump Next Week Leaves Forward Estimate Near $267, or a 21x PE

September 28, 2024 Brian Gilmartin Leave a comment

Here’s a quick look at how Q3 and Q4 ’24 EPS and revenue growth have trended since early in ’24.…

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Posted in: Technology, Weekly Earnings Update

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Fundamentalis

  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week
  • SP 500 Earnings: SP 500 Q2, Q3 ’25 EPS Revisions, and A Look at Apple and United Health’s Revisions
  • Walmart Earnings Summary: Tariffs Not as Critical as Long-Term Flywheel Improvements
  • Cisco Earnings Summary: 5% Free-Cash-Flow Yield is a Big Plus

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