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SP 500 Earnings: Pay Attention to Q2 ’25 SP 500 EPS revisions

April 20, 2025 Brian Gilmartin Leave a comment

From most of the prominent Q1 ’25 earnings so far, which is just 59 companies per This Week in Earnings…

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Posted in: Weekly Earnings Update

Netflix Earnings Preview: Everyone’s Bullish, but Tough Compares in 2025

April 15, 2025 Brian Gilmartin Leave a comment

Netflix reports their first quarter, ’25 after the closing bell on Thursday, April 17th, 2025, with street consensus expecting $10.5…

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Posted in: Netflix

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

Does Bond Market Instability Result in the Fed Easing Sooner Than This Summer ?

April 11, 2025 Brian Gilmartin Leave a comment

Rick Rieder, Blackrock’s CIO, held his monthly call with investors on Monday, April 7th at 7 am central time. Usually…

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Posted in: 10-year Treasury yield

JPMorgan Earnings Preview: Tough Compares Meet Harder Capital Markets

April 9, 2025 Brian Gilmartin Leave a comment

Now the world’s premier banking institution, with the banking world’s premier CEO, JPMorgan (JPM) will report their Q1 ’25 financial…

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Posted in: JPM

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Fundamentalis

  • Expecting Modest, but Still Likely Positive Return, for the SP 500 in 2026
  • Gold Breaks a 40-year Correlation. Does This Signal a Problem for SP 500 Forward Returns ?
  • The 2025 Estimated SP 500 EPS Growth Rate has Improved from +9% in July, ’25 to +14% on Dec 12 ’25
  • 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

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