Where is Edward Quince?

"We think they are days from failure. They think it is a temporary problem. This disconnect is dangerous."

Thursday, November 30, 2023

Daily Economic Update: November 30, 2023

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The month of November is closing as the best month of the year for both stocks and bonds.  The S&P is up ~8.5% on the month, the 2Y yiel...
Wednesday, November 29, 2023

Daily Economic Update: November 29, 2023

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All I want to know is where I’m going to die, so I’ll never go there "The world is not driven by greed. It’s driven by envy." “Env...
Tuesday, November 28, 2023

Daily Economic Update: November 28, 2023

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After falling ~10bps yesterday in the wake of weak residential home sales data and treasury auctions that were at a minimum decent, yields s...
Monday, November 27, 2023

Daily Economic Update: November 27, 2023

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I think I was going to take 2 weeks off from posting, or just lost track of the calendar...nonetheless, Cyber Monday starts with yields and ...
Monday, November 20, 2023

Daily Economic Update: November 20, 2023

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"If you consider not working a part of the work, you’re more likely to not work. This sentiment is common among the world’s best—and mo...
Friday, November 17, 2023

Daily Economic Update: November 17, 2023

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Yields are down again to start the day, with the 2Y down 3bps to 4.81% and the 10Y down 5bps to 4.40%. This morning's retail sales data ...
Thursday, November 16, 2023

Daily Economic Update: November 16, 2023

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Yesterday, Retail Sales come in better than expected with upwardly revised numbers, showing the consumer is still hanging in there (fairly o...
Wednesday, November 15, 2023

Daily Economic Update: November 15, 2023

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Softer than expected CPI readings fueled the "everything rally" yesterday.  Big move lower in yields with the 2Y down 20bps and 10...
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Edward Quince
I needed a pseudonym. An IT specialist suggested Edward Quince. It seemed fine to me. Quince, Edward "QE" go figure
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