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Category: 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

SP 500 Earnings: CPI Print Wednesday, Walmart Earnings Thursday, and Don’t Forget Inflation Expectations

August 10, 2024 Brian Gilmartin Leave a comment

The big economic print this week will be Wednesday’s July CPI and Core CPI, which along with Thursday’s July Retail…

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Posted in: 10-year Treasury yield, CPI / PPI, CPI Services ex-Shelter, inflation, inflation expectations, Weekly Earnings Update

SP 500 Earnings: Healthy Quarterly Bump in SP 500 Forward Estimate / Tech Sector Trends

July 6, 2024 Brian Gilmartin Leave a comment

The big banks start reporting next Friday, July 12th, ’24. Look for JP Morgan (JPM), Citigroup (C) and Wells Fargo…

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Posted in: Weekly Earnings Update

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Fundamentalis

  • 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
  • Walmart Post-Earnings: Noisy Quarter, but Operationally, Walmart is Fine
  • Walmart Earnings Preview: Tariffs, Trade Policy Have Complicated Picture; Focus on the Operating Margin
  • Cisco is Fine Post Earnings: Cisco and IBM Might be the “Anti-AI” Tech Stocks

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