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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.
Economic and market themes: 2014-02-21
Themes for today:
Real economy deterioration in Argentina, Brazil and Turkey is evident.
Ukraine may be isolated without contagion.
US data continues to surprise to the downside.
Eurozone data may surprise to the upside.
Sweden may…
Some brief thoughts on releveraging and wage growth
As I mentioned last week, I am on a winter break. So I haven’t been able to post over the past several days. But I have been following the news flow and wanted to make a few comments on what I am seeing regarding the US.
Economic and market themes: 2014-02-14
Themes for today:
Commodities: soybean prices could fall due to increased supply. This would be troublesome for Argentina.
Emerging markets: Of the fragile five, India is looking better, Brazil is still a big concern.
Developed…