Author

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.

News

Economic and market themes: 2014-10-24 Technology earnings, Chinese housing and European…

Edward Harrison Oct 24, 2014

I have three areas I want to explore today: earnings reports, China and Europe. The earnings reports are mixed but generally good enough to support continued job growth and economic momentum through this fourth quarter. I also want to deep…

Markets

The unsustainable market for housing in Central London

Edward Harrison Oct 23, 2014

Yesterday, I saw a couple of stories about a sell off in luxury flats in London. The gist was that luxury homes in central London had corrected as much as 20% in the last year. The decline is severe and Foxtons, the estate agent, has been…

Economy

Banks, Japanese trade, the currency wars and deflation

Edward Harrison Oct 22, 2014

There are no big themes dominating the news today. So it is a perfect time to hit a couple of themes with an economic and market theme approach. Let’s talk banks, Japanese trade, the currency wars and deflation.

Technology

Apple, IBM and Amazon

Edward Harrison Oct 21, 2014

As a technophile, I follow the tech space assiduously both in terms of products and trends as well as companies and strategy. Every quarter that Apple announces, I have made it a habit of commenting on their quarter, because they are the…

News

Economic and market themes: 2014-10-20 Inflation, Fed reaction function, Amazon, Apple

Edward Harrison Oct 20, 2014

It’s been a while since I did a multi-theme review as I used to do on Fridays but there are a number of threads out today that deserve mention. So I want to pack them into an economic and market theme post today. Market meltdown. First,…

Economy

Are we in a global financial crisis?

Edward Harrison Oct 17, 2014

With financial markets tanking across the board, there is a whiff of panic and some people might be thinking that the next global financial crisis is already upon us. I don’t think this is the case. Certainly, the European sovereign debt…

Markets

Zero rates, resource misallocation, and shale oil

Edward Harrison Oct 16, 2014

This post has been a long time coming because it is very much in my wheelhouse and I haven’t connected the dots for you on this issue yet. The nexus of zero rates, resource misallocation, and risk on has favoured shale oil. But the drop in…

Markets

The rise in periphery bond yields is sovereign debt crisis, round 2

Edward Harrison Oct 16, 2014

I have long warned that the euro crisis was going to return. But recently my concern was more concrete i.e. that the renewed recession fears in Europe would force a decoupling between the periphery and the core in the Eurozone. This seems…

Political Economy

The German view of the Euro crisis

Edward Harrison Oct 15, 2014

The Germans got into the eurozone out of a desire to increase European integration and to strengthen Europe as an economic area that rivalled the United States. Yet, now we are in a period where the Germans are being blamed for everything…

Markets

The bid for safe assets is due to volatility

Edward Harrison Oct 14, 2014

The bull market in bonds is not over. The need for safe assets is just as acute and fewer assets today can be considered safe.

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