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Category: Weekly Earnings Update

SP 500 Earnings: Thoughts on JPMorgan’s Call. Q2 ’25 Guidance, Changes in SP 500 EPS Estimates Will Get the Attention

April 12, 2025 Brian Gilmartin Leave a comment

JP Morgan (JPM) rose $9 or 4% after reporting their Q1 ’25 financial results early Friday morning. The House that…

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Posted in: 2025 SP 500 expected sectors growth rates, JPM, Weekly Earnings Update

SP 500 Earnings: Earnings Are a Crapshoot Now / Banks Look to Price in a Recession

April 5, 2025 Brian Gilmartin Leave a comment

The SP 500 is down 17% – 18% from it’s all-time-high in mid-February ’25. The SP 500 is down -13.53%…

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Posted in: BAC, C, Financial sector, Financials, JPM, MS, Weekly Earnings Update

SP 500 Earnings Update: Hard to Exaggerate the Strength of Q4 ’24 SP 500 Earnings

March 22, 2025 Brian Gilmartin Leave a comment

While we wrap up Q4 ’24 SP 500 earnings in the next trading days, it truly is hard to exaggerate…

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Posted in: Credit spreads, Weekly Earnings Update

SP 500 Earnings: SP 500 Earnings Yield Highest Since Sept ’24

March 15, 2025 Brian Gilmartin Leave a comment

The SP 500 earnings yield closed this week at 4.79%, only exceeded by the 4.82% print for the week ended…

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Posted in: Weekly Earnings Update

SP 500 Earnings Update: Chart of SP 100 (OEX) and Looking at the SP 500 Earnings Yield

March 9, 2025 Brian Gilmartin Leave a comment

Excellent chart sourced from Gary Morrow (@garysmorrow on X) showing the SP 100 or the OEX, reaching it’s most oversold…

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Posted in: CPI / PPI, SP 100 (OEX), Weekly Earnings Update

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Fundamentalis

  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing
  • SP 500 Earnings: Forward Estimated Growth is Really Remarkable. SP 500 Revenue Growth Too.
  • JPMorgan, Citigroup Earnings Previews: Citi is The More Defensive Stock if Iran and Other Issues Linger in 2026

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