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Posted by
Two Blokes Jun 27 -
Filed in
Stock
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7 views
It appears that as of the Memorial Day weekend, the expected quarterly EPS and revenue growth rates for the S&P 500 bottomed, and have started to improve since then. The entire Treasury yield curve – the 10-year maturity and earlier – is now below the current targeted fed funds rate of 4.375%. NIKE guiding to an expected $1 billion in tariffs costs this fiscal year was a first, so watching how EPS estimates change for fiscal '26 and later will tell me how that fits with what analysts modeled.
