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Category: Weekly Earnings Update

The Math is Starting to Work Against Long-Term US Stock Returns

November 10, 2024 Brian Gilmartin Leave a comment

The SP 500 (SPY) is up +27.04% YTD as of 11/8/2024. The 2023 total return for the SP 500 was…

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Posted in: Average Annual Return, SP 500 Earnings Yield, SP 500 total return, 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

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Fundamentalis

  • Nike Earnings Preview: Expect a Better Quarter, But Elliott’s Still Running a Marathon with a Piano on His Back
  • Fed Funds Cut Coming Wednesday, December 10th / Longer-Maturity Move Likely to Happen w Fed Chair Change
  • Probability Grows for Below-Average Returns in 2026
  • SP 500 Earnings: Forward SP 500 Estimates Still Rising – Oracle Reports This Week
  • International Equity Annual Returns: Non-Correlated to the US Returns and Don’t Forget Japan

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