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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.

Political Economy

Some thoughts on Scottish secession from the UK

Edward Harrison Sep 11, 2014

Britain faces a crisis of monumental proportions as the Scottish electorate decides whether to leave the Union and make Scotland a fully independent country for the first time since 1707 when it first entered into political union with…

Economy

Income inequality, corporate inversions and financial engineering

Edward Harrison Sep 8, 2014

What I am going to discuss today is financial gimmickry and wage growth. This piece is an outgrowth of a piece I am writing for the New York Times on corporate buybacks and capital investment plus a segment I recently did on Boom Bust at RT…

Markets

Divergence in ECB and Fed rate regimes will drive portfolio shifts

Edward Harrison Sep 4, 2014

The big news today was the ECB’s decision to lower interest rates 10 basis points to 0.05% and its simultaneous decision to engage in a form of quantitative easing using the asset-backed market as a vehicle. While these measures are…

Economy

3 Things American Workers Can Expect in the Next Year

Edward Harrison Sep 3, 2014

The gist of the piece here is that, while I see a cyclical recovery that is gathering pace, the Achilles heel of the recovery from a sustainability perspective is wage growth. To the degree the Fed normalizes policy now before wage growth…

Markets

A government bond bullish scenario is taking form

Edward Harrison Sep 2, 2014

Welcome back to Credit Writedowns! Labor Day is behind us now and I intend to have a much more regular posting schedule going forward. But the lack of posts has given me some time to reflect on the global macro situation without the need…

Economy

The disaster in Europe versus data in the US (plus China and Argentina)

Edward Harrison Aug 21, 2014

Despite the title, this is not a mono-themed post but more of a highlight of recent news and data and their importance in interpreting the direction of the economy and potential effect on markets. I do want to concentrate on European and US…

Economy

Cyclical recovery petering out before it hits middle class

Edward Harrison Aug 20, 2014

Before I get into the details today, I want to note that going forward, I may not have the bandwidth to be able to post on a daily basis. I am going to try. But there are definitely going to be weekdays going forward where I won’t be able…

Markets

Edward Harrison’s Ten Surprises for 2014, Update 2

Edward Harrison Aug 19, 2014

Today is the time to update you on how my 2014 surprises are faring and why. Just to remind you, the surprise list is based on Byron Wien’s list of ten surprises which he has been conducting for the last thirty years. Surprises are events…

Economy

My thoughts on weakness in Europe and China

Edward Harrison Aug 18, 2014

I am back from my summer holiday. There has been a lot of news in the time since I last posted. And the news flow is coming from a lot of different places. So, let me start up again with a post highlighting what I think are some of the key…

Political Economy

“I am determined that the American dollar must never again be a hostage in the hands of…

Edward Harrison Aug 15, 2014

Below is the video of Richard Nixon closing the gold window exactly 43 years ago today. Hat tip to Raja Korman

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