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SP 500 Earnings: One Week Left in Quarter, Q1 ’24 SP 500 Earnings Appear in Good Shape

March 24, 2024 Brian Gilmartin Leave a comment

SP 500 data: The forward -quarter SP 500 EPS estimate this week (data is of Wednesday, 3/20 last week, as…

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Posted in: Weekly Earnings Update

FedEx Earnings Preview: With FedEx One and AI, All About FedEx’s Margins

March 21, 2024 Brian Gilmartin Leave a comment

FedEx (FDX) reports their fiscal Q3 ’24 tonight, March 21 ’24 after the closing bell. Analyst consensus: Revenue: $22 bl…

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Posted in: FDX

Nike Earnings Preview: EPS, Revenue Estimates Still Declining but 4% Free-Cash Yield Helps

March 19, 2024 Brian Gilmartin Leave a comment

After hitting an all-time-high in November ’21 at $179.10, Nike has had a tough 2.5 years as the stock is…

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Posted in: NKE

Bond Market Asset Class Annual Returns – Rate Cuts ?

March 17, 2024 Brian Gilmartin Leave a comment

With the FOMC meeting announcement this coming Wednesday, March 29th, 2024, and Wall Street and the investment community still talking…

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Posted in: Bond Market(s), Bond Market(s) annual return, High-Yield Credit, HYG, Uncategorized

SP 500 Earnings Still Solid / 10-Yr Treasury Yield Highest Since Late November ’23

March 15, 2024 Brian Gilmartin Leave a comment

Looking at the weekly close of the 10-year US Treasury yield, the final yield print this week at 4.30% is…

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Posted in: 10-year Treasury yield, Corporate High Yield, Corporate HighGrade Bonds, HYG, SHYG, Weekly Earnings Update

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Fundamentalis

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  • SP 500 Earnings: Don’t Forget About SP 500 Revenue Growth, Maybe a Better Story
  • SP 500 Earnings: Forward SP 500 Estimates Power Higher Once Again / Quick Notes on IBM and Ford

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