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Category: Weekly Earnings Update

SP 500 Earnings: IBM Tests it’s 2013 All-Time-High; FOMC Release Wednesday; FedEx Reports This Week

September 13, 2024 Brian Gilmartin Leave a comment

You have to pull up the monthly chart of IBM to see the series of all-time-highs put in place in…

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Posted in: FDX, FedEx (FDX), IBM, Weekly Earnings Update

SP 500 Earnings: Forward SP 500 Estimates Have Increased Sequentially 4 Weeks in a Row

September 7, 2024 Brian Gilmartin Leave a comment

First, a couple of good charts from Morningstar the last few days on market attribution, as well as a style-box…

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Posted in: mu, ORCL, Style analysis, Weekly Earnings Update

SP 500 Earnings: 2025 SP 500 EPS Estimate Still Rising (Albeit Slowly)

August 30, 2024 Brian Gilmartin Leave a comment

It could have been Wilfred Frost, or it could have been another CNBC interviewer this morning (Friday, August 30 ’24),…

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Posted in: Weekly Earnings Update

SP 500 Earnings: Nvidia Earnings Overshadow the July GDP and PCE Data

August 27, 2024 Brian Gilmartin Leave a comment

With Jay Powell’s Jackson Hole Speech last Friday morning, and the FOMC’s new (apparent) commitment to lowering the fed funds…

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Posted in: 10-year Treasury yield, GDP, Nvidia (NVDA), PCE / PCE Core, PCE data, Weekly Earnings Update

SP 500 Earnings: Strong Week for SP 500. Don’t Discount Currency Issues Too Lightly.

August 17, 2024 Brian Gilmartin Leave a comment

The SP 500 rose 4.50% last week, but the YTD return of 17.85% as of Friday, August 19th, ’24 is…

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Posted in: Bond Market(s) annual return, Weekly Earnings Update, Yen

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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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