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Quill Intelligence
We are a tech enabled economic intelligence firm producing high caliber research for today's leaders in economics and finance.
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Quill Intelligence 23m
The Restoration of Fed Independence — The Weekly Quill, Quill Intelligence —
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Quill Intelligence 13h
"What can a trillion dollars buy you? That the Chinese pushed $868bn of lending into their economy in 1st qtr. Share buybacks in the U.S. have been at a record level since the Dec. Powell Pivot. The financial easing has been equivalent to 4 rate cuts…"—
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Quill Intelligence 15h
Danielle joins Daniel Ruiz for RealVision Auto Outlook — Subscribers to RealVision can view it here: OMINOUS OUTLOOK FOR AUTOS AND THE ECONOMY The Exchange · Featuring Danielle DiMartino-Booth and Daniel Ruiz—
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Quill Intelligence 15h
The Restoration of Fed Independence — The Weekly Quill, Quill Intelligence —
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Quill Intelligence 16h
“Subtracting the coming year’s labor cost expectations from those of revenue growth reveals three instances since 2011 with tight spreads; at 3.1%, the spread peaked in 2018’s first quarter, six quarters before S&P earnings and has since fallen to 0.4%"—
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Quill Intelligence 18h
"Goldman has now moved its forecast of when the Fed will be hiking interest rates until after the election. Based on economic strength there is every indication Trump will succeed in 2020. I'd like to see their crystal ball" DiMartino Booth via FBN Varney—
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Quill Intelligence 19h
Breaking Bad “While U.S. CFOs still expect continued revenue growth, attracting and retaining qualified employees was their top business concern suggesting margins being squeezed by higher wages” The Daily Feather — Subscribe Today! —
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Quill Intelligence 23h
Breaking Bad “The latest Duke University/CFO Global Business Outlook reveals a postponement of the perceived likelihood of a recession from the end of 2019 to late in 2020” The Daily Feather — Log In or Subscribe Today! —
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Quill Intelligence Apr 18
"It’s no exaggeration to say that there are few risks to the global economy more daunting than a persistent slowdown in U.S. consumer spending…" The Economy Is Unprepared for a Drop in Tax Refunds —
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Quill Intelligence Apr 17
"If you look at the exposure, the percentage of the economy that is household net worth of stock, vs. real estate, that is so unusual historically.This tells you the economy is most dependent on the stock market hanging in there." with Jay Taylor —
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Quill Intelligence Apr 17
"We know that every $200bn of Quantitative tightening is equivalent to a rate hike so the reversal of that process is stimulative or at least no longer tightening…" Danielle DiMartino Booth of via TheStreet
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Quill Intelligence Apr 17
“Industrial capacity and capex are leaning the same way as orders with the March Industrial Production report signaling manufacturing peaked in December; core capex orders crested last July and have suffered back-to-back quarterly declines …” —
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Quill Intelligence Apr 17
"Maybe what the President is doing is looking back in history and thinking 'Gee, if one election cycle had the benefit of the Fed growing the balance sheet, why can't I?'" Danielle DiMartino Booth with FBN's Varney & Company —
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Quill Intelligence Apr 17
"The myth of rising interest rates reflecting a strong economy is something that was created by modern day central bankers who made investors and economies much too reliant on cheap money so that now they can not get off the morphine drip."
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Quill Intelligence Apr 17
"Goldman has now moved its forecast of when the Fed will be hiking interest rates until after the election. Based on economic strength there is every indication Trump will succeed in 2020. I'd like to see their crystal ball"
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Quill Intelligence Apr 17
"I don't think they (Federal Reserve) will ever fight the markets. If they want to get in front of what is coming than they should be cutting rates this year." Danielle DiMartino Booth of Quill Intelligence via CNBC —
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Quill Intelligence Apr 17
Hat Tip to Thomas Edison “Manufacturing technology orders peaked in 2018 and have entered a down cycle; the 12.2% year-over-year decline in 2019’s first quarter is the largest in three years” The Daily Feather Subscribe Now —
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Quill Intelligence Apr 17
"Can you imagine what would happen if Jay Powell…anybody with real pull in the markets, even hinted that they were going to shift back to a more hawkish stance, the market would tank." Danielle DiMartino Booth of Quill Intelligence on Cheddar Business —
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Quill Intelligence Apr 17
"Change happens fast. When it is the 'Best of Times', that is typically when economies are at inflection point. The working assumption is that the Fed has outlawed the business cycle, that will never go into recession." Danielle DiMartino Booth via CNBC —
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Quill Intelligence Apr 17
The Economy Is Unprepared for a Drop in Tax Refunds — "It’s no exaggeration to say that there are few risks to the global economy more daunting than a persistent slowdown in U.S. consumer spending…"
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