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Category: Weekly Earnings Update

SP 500 Earnings Update: Stay the Course

December 21, 2019 Brian Gilmartin Leave a comment

  The “forward 4-quarter estimate” in terms of it’s 1-year change % or y/y growth, looks to have bottomed on…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Forward Growth Rate Telling the Right Story

December 14, 2019 Brian Gilmartin Leave a comment

  This “forward estimate 1-year chg %” continues to tell the right story thus it will continue to be shown…

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Posted in: Weekly Earnings Update

SP 500 Weekly Earnings Update: Forward Estimate Growth Rate Showing Signs of a Bottom

December 6, 2019 Brian Gilmartin Leave a comment

First order of business this week is to relay to readers a note received this past week, from John Butters,…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Adjusting for Tax Reform, 2019’s SP 500 EPS Growth is Roughly 8%

November 30, 2019 Brian Gilmartin Leave a comment

Updating the numbers this holiday weekend, the expected 2019 SP 500 estimate today is $162.20 vs 2019’s actual tax-cut-aided $161.93,…

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Posted in: 2017 Tax reform, 2018, Weekly Earnings Update

SP 500 Earnings: Sequential Improvement in Forward Estimate

November 23, 2019 Brian Gilmartin Leave a comment

  The bottom row of the above section of spreadsheet shows that the “1-year % chg” has now improved for…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • Yield Curve Steepened Last Week, While the US Equity Indices Became Very Overbought
  • SP 500 Earnings: 2026 Expected SP 500 EPS Hasn’t Wavered Much from Expected 14% Growth Rate
  • SP 500 Earnings: Continued Upward Pressure on Forward SP 500 Estimates
  • Bond / Fixed-Income Returns Having a Good Year (so far) in 2025
  • SP 500 Earnings: SP 500 EPS Growth for 2025 Has Risen from 8% to 10% since Late June

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