US economic growth is poised to be decent in 2014
Europe will recover but not at the same pace as the US
EM is really a China contagion story. I am concerned but not alarmed
Watch high risk sectors like leveraged loans or auto ABS for impending market volatility signs
Jobless claims suggest peak growth in the US was Q3 2013
I am going to make a habit of writing posts that give a roundhouse view of the economic and investment themes to compliment my single theme post...
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Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.