Skip to content
Fundamentalis
Fundamentalis
Insightful market commentary from a fresh perspective.
  • Home
  • About Brian
  • Trinity Asset Management

Category: 10-year Treasury yield

2025: A Very Different Year: Duration Over Credit, Value Over Growth, Int’l Over US

March 2, 2025 Brian Gilmartin Leave a comment

With 2 full months of the year completed, the SP 500 (SPY) is up +1.38% while the Barclay’s Aggregate is…

Continue Reading →

Posted in: 10-year Treasury yield, AGG, High-Yield Credit, JMSIX (JPMorgan Income Fund), TLT

SP 500 Earnings: 2025 SP 500 EPS Estimates Continue to be Revised Lower

February 14, 2025 Brian Gilmartin Leave a comment

There is a lot of focus on the 10-year Treasury yield thanks to comments from President Trump and Treasury Secretary…

Continue Reading →

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

SP 500 Earnings This Week: The FOMC Decision, Mega-Cap Tech Earnings, and then December PCE Friday Morning

January 25, 2025 Brian Gilmartin Leave a comment

Source: EarningsWhispers chart Tesla (TSLA), Meta (META) and Microsoft (MSFT) all report after the closing bell, Wednesday, January 29th, 2025.…

Continue Reading →

Posted in: 10-year Treasury yield, FOMC meeting, Industrial sector, Industrials, PCE / PCE Core, PCE data, Weekly Earnings Update

10-Year Treasury Yield Nears Critical Level – Don’t Be Surprised by a Treasury Rally

January 13, 2025 Brian Gilmartin Leave a comment

The above chart is the 10-year Treasury “yield” contract, traded at the CBOE. Readers can see a break in the…

Continue Reading →

Posted in: 10-year Treasury yield

Strong December Jobs Supports Strong SP 500 Earnings, But Maybe Not a Big Year for Stock Returns

January 10, 2025 Brian Gilmartin Leave a comment

By my count, 21 financial institutions are expected to report their Q4 ’24 earnings next week, including most of the…

Continue Reading →

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

Post navigation

Page 2 of 23
← Previous 1 2 3 … 23 Next →

Fundamentalis

  • When the Iconic CEO Moves On, Evaluate Your Investment
  • Emerging Markets Ex-China (EMXC) Poised to Make New All-Time-High
  • SP 500 Earnings: Are the Tariffs Fully Discounted and May ’25 Core CPI This Coming Week
  • The HealthCare Sector: A Look at Sector Earnings Trends
  • Bond Market Update and April PCE Data This Coming Week

Subscribe to Fundamentalis

Loading

Archives

Copyright © 2025 Fundamentalis