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.

Economy

On how weak growth begets low yields and on Spain over Germany

Edward Harrison Oct 13, 2014

I want to revisit two themes from my ten surprises post for a mini-post follow up to the last newsletter. The first theme is Treasury strength due to US economic weakness and the second is Spain outperforming Germany economically. Both of…

Economy

Market signals of slower economic growth are mounting

Edward Harrison Oct 13, 2014

The number of market-based signals indicative of a slowing global economy are mounting along with weak GDP data in a number of important countries. In the face of a strong dollar and weak foreign currency translations, I believe it is…

Monetary System

The weakness in Germany and Germany’s economic paradigm

Edward Harrison Oct 10, 2014

The German economic miracle is coming unstuck. And while a German recession this year would merely be a technical recession, it would highlight the underlying flaw in German economic policy, both domestically and for the eurozone as a…

Monetary System

The primacy of monetary policy in Europe

Edward Harrison Oct 6, 2014

Last November, I posted a two-part piece on the limits of monetary policy based on a speech by Charles Plosser. The message of Plosser’s speech - and many subsequent speeches - has been that central banks are being called on to do too…

Economy

The US economy is economy doing fine

Edward Harrison Oct 2, 2014

This is a brief update on the US economic trajectory given the most recent data and in anticipation of tomorrow’s jobs report. In July, given the persistent low level of jobless claims, I upgraded my expectations for monthly non-farm…

Markets

Everything you always wanted to know about gold

Edward Harrison Sep 30, 2014

Last Thursday, we ran a unique half-hour segment on gold, gold investing and the gold standard over at Boom Bust. The panel was made up of four investors: Marshall Auerback, Rick Rule, Cullen Roche and Peter Schiff. I moderated the panel…

Economy

Rising global debt levels will trigger the next crisis

Edward Harrison Sep 29, 2014

The conclusion of the recently released Geneva report is that debt is the Achilles heel of this cyclical recovery. The Geneva economists warn that, despite the widespread belief that a general deleveraging has occurred due to the Great…

Economy

Private credit overhangs and the business cycle

Edward Harrison Sep 25, 2014

Back in 2012, three economists published a paper via the San Francisco Fed that looked at nearly every advanced economy business cycle from 1870 forward with the object of understanding the role of credit in the business cycle. Matthew…

Economy

Country by country macro update, part 2, September 2014

Edward Harrison Sep 16, 2014

Yesterday, I did a broad overview of four markets of interest to global investors. And I wanted to continue my thoughts on this here with a few more markets and with a deeper dive into some of my thinking about the UK. Britain, Part 2: I…

Economy

Country by country macro update, September 2014

Edward Harrison Sep 15, 2014

This is the first time I am doing this, so let’s see how much value it adds. I thought I would quickly run through a number of countries in the news and give my perspective on the macro picture in each. I am just going to give a summary…

Previous 1 … 109 110 111 112 113 … 779 Next