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Edward Harrison 7783 posts 575 comments

Edward Harrison is a senior Editor at Bloomberg. He is also the founder of Credit Writedowns newsletter, a former career diplomat, investment banker and technology executive with over twenty five years of business experience. 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.

Markets

Crisis watch: European travails, $50 oil, and Russian capital flight

Edward Harrison Dec 4, 2014

The European situation is still flirting with recession, if we look at the latest PMI data. I think the drop in oil prices will give the Europeans an unmitigated boost but the longer-term situation is still dire given the policy framework…

Economy

Positive baseline economic outcomes and more on oil’s global growth dividend

Edward Harrison Dec 2, 2014

Tim Duy wrote a post on his blog on Sunday about his optimism about the US economy that got me thinking and I want to use it as a launching pad for a discussion about baseline economic scenarios. My baseline is positive, optimistic if you…

Markets

The oil glut, Black Friday retail and falling yields

Edward Harrison Dec 1, 2014

With Black Friday behind us, it’s a pretty good time to do a check of market currents and what they mean. And despite my generally optimistic view of the US near-term economic landscape, a lot of what I am seeing now points to continued…

Economy

Some mixed data points behind the global growth slowdown

Edward Harrison Nov 25, 2014

The latest batch of data points coming out of the global economy are a mixed bag. Some point to continued robust retail sales in the U.S. but other points show weakness in expected capital expenditure and hiring globally, while others show…

Economy

Oil’s global growth dividend

Edward Harrison Nov 24, 2014

Right now, the global economy is slowing, with problems in Japan, China, Europe and the Emerging Markets. Only North American growth has remained strong as 2015 approaches. The dip in oil prices changes all of that. While a further fall…

Economy

Economic and market themes: 2014-11-21 US, oil, Japan, and China

Edward Harrison Nov 21, 2014

Today, I want to highlight some of the best stories in the news today. US economy Let’s start off with the US, where the hiring of holiday workers is said to track very well with retail sales. In the lead up to the holidays, the…

Economy

The global growth slowdown and troubles with oil and commodities

Edward Harrison Nov 20, 2014

Despite my upbeat view on the U.S., there are considerable headwinds to the global economy. We see this in the nexus of slowdowns in China and Europe and the decline in commodities, gold and oil which intersect with energy high yield bonds…

Economy

Thoughts on Japan’s new recession

Edward Harrison Nov 17, 2014

Last night, Japan’s GDP figures for Q3 came in much lower than expected. GDP fell an annualized 1.6% versus expectations for an annualized increase of 2.2%. This is as large a miss as you will see, and it calls into question the economic…

Economy

The eurozone is still in a bad way

Edward Harrison Nov 14, 2014

I stole this title from the Wall Street Journal because that was takeaway #1 in their post on the 5 takeaways on eurozone GDP. It seems apt but what does it mean? For me it means that the eurozone is at stall speed, vulnerable to crashing…

Political Economy

German rectitude versus peripheral profligacy and other tales of morality

Edward Harrison Nov 13, 2014

The Germans are saying, “we want the euro and we want to be good European partners, but not on any terms. We will not be in a union that fosters ever-increasing levels of government debt.”

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