Where is Edward Quince?

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

Friday, August 30, 2024

Daily Economic Update: August 30, 2024

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The last trading day of August, a month in which the crazy moves attributed to an unwind of Yen-carry trades now seems long forgotten, will ...
Thursday, August 29, 2024

Daily Economic Update: August 29, 2024

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I didn't feel like writing about NVIDIA earnings or the 2s10s inversion almost uninverting. Have you listened to Howard Marks' and M...
Wednesday, August 28, 2024

Daily Economic Update: August 28, 2024

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I'm not sure where I stand on PE ownership in sports, I know they are allowed to own non-controlling stakes in many sports, but now it...
Tuesday, August 27, 2024

Daily Economic Update: August 27, 2024

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 Durable goods orders far exceeded expectations thanks to a pickup in aircraft orders while the ex-transport and core numbers were ok, but l...
Monday, August 26, 2024

Daily Economic Update: August 26, 2024

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You already know the line from Friday's J-Hole: "the time has come for policy to adjust".  After reading the speech again, I...
Friday, August 23, 2024

Daily Economic Update: August 23, 2024

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  Another J-Hole Day is upon us. J Pow on the docket for 10am.  For as anticipated as Powell is, your time is likely better spent reading Ho...
Thursday, August 22, 2024

Daily Economic Update: August 22, 2024

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Target beat on earnings, perhaps showing the consumer is still alive.  The BLS benchmark revisions to nonfarm payrolls were delayed in terms...
Wednesday, August 21, 2024

Daily Economic Update: August 21, 2024

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9 days would have been too many wins in a row for stocks.  Bond yields fell again, I don't know maybe increased optimism over a dovish P...
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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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