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Category: Weekly Earnings Update

SP 500 Earnings: There Has Been Little Downward Pressure on SP 500 Earnings Estimates

October 6, 2018 Brian Gilmartin Leave a comment

Looking at overall SP 500 estimates for the 3rd and 4th quarters of 2018: Q3 ’18:  As of 10/5/18: +21.5%…

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Posted in: 2019 SP 500 earnings, SP 500 Earnings Yield, Weekly Earnings Update

The Coming “Bump” in the Forward Estimate and the TLT

October 2, 2018 Brian Gilmartin Leave a comment

  An excellent technician, Gary Morrow, as well as a long-time acquaintance, with his TLT chart from 10/1/18. The 3.12%…

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

Tracking 2019 SP 500 Earnings

September 15, 2018 Brian Gilmartin Leave a comment

Looking at all the data this past week, the metric that jumped out was the 15 basis point climb in…

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Posted in: 10-year Treasury yield, 2008 Financial Crisis, Weekly Earnings Update

SP 500 Earnings Update and One Reflection on September, 2008

September 8, 2018 Brian Gilmartin Leave a comment

With next weekend being the anniversary of the Lehman bankruptcy, this coming week the financial media will likely be flooded…

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Posted in: 2008 Financial Crisis, ORCL, Weekly Earnings Update

SP 500 Earnings: How Much Earnings Growth is Tax-Reform Related and a Year of PE Contraction

September 1, 2018 Brian Gilmartin Leave a comment

Updating the weekly numbers: (Thomson Reuters) Fwd 4-qtr est: $169.21 vs last week’s $169.13 P.E ratio: 17x PEG ratio: 0.77x…

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Posted in: 2017 Tax reform, EPS estimate revisions, PE expansion / contraction, 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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