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Insightful market commentary from a fresh perspective.
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SP 500 Earnings Update: Expect to See $175 – $176 for Forward Estimate on July 1

June 22, 2019 Brian Gilmartin Leave a comment

We are presently in “the dead zone” of earnings reports and revisions, as – according to IBES by Refinitiv data…

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

Good Breadth – One Reason to be Bullish

June 17, 2019 Brian Gilmartin Leave a comment

This morning’s Empire Report not withstanding, (the weakest since June, 2011 per Bespoke), while the market sentiment has firmly tilted…

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Posted in: 1994, Market breadth

SP 500 Earnings Update: All About FOMC and the G20 for Next Two Weeks

June 16, 2019 Brian Gilmartin Leave a comment

For the next four weeks, the SP 500 will see fewer earnings releases as the number of companies reporting their…

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Posted in: Weekly Earnings Update

SP 500 Earnings – Which Sector’s Growth Rates Have Seen Less Downward Pressure for Q2 ’19

June 11, 2019 Brian Gilmartin Leave a comment

First, let’s get to the SP 500 Earnings metrics missed this weekend: Fwd 4-qtr est: $171.52 vs $171.47 PE ratio:…

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Posted in: Sector Earnings Growth Estimates, Weekly Earnings Update

The Dollar, High-Yield Bond Market and SP 500 Revenue Growth

June 9, 2019 Brian Gilmartin Leave a comment

  The two US dollar proxies followed regularly are the UUP and the DXY. The UUP is a tradeable ETF,…

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Posted in: FDX, HYG, SP 500 Revenue Growth, US Dollar

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Fundamentalis

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