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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.

Daily

Daily: On Europe’s disintegration and Chinese economic data

Edward Harrison Jul 10, 2012

The latest economic and political news out of Europe is quite discouraging. As you know, my base case for Europe is now a disorderly breakup because I believe events on the ground are moving quicker than politicians can adjust. Recent…

Daily

Daily: On Apple’s margin/share quandary and more on the Libor Scandal

Edward Harrison Jul 9, 2012

The great thing about micro is that when you step away from the scary macro headlines, there is a fair bit of competition and innovation going on in the world. The technology sector is a big part about that.

Daily

Daily: On the verge of a second global recession in five years

Edward Harrison Jul 9, 2012

I have been writing about the global growth slowdown for the better part of a year now. All around, there is economic weakness and more limited policy space to counteract it. And the problem here is that there is no one to do any heavy…

Daily

Daily: Already backtracking on European summit details

Edward Harrison Jul 9, 2012

The biggest news is that the EU is already backtracking on the Euro summit deal that decoupled the sovereign-bank tie which had been causing Spanish and Italian yields to rise. And predictably, Spanish and Italian yields have risen once…

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Air coming out of Canadian house prices

Edward Harrison Jul 5, 2012

Last month, the Teranet-National Bank National Composite House Price Index showed that Canadian house price gains while moderating across the board are still robust. Combined with recent evidence of a precipitous drop in transaction volume,…

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Ireland is the biggest winner from last European summit

Edward Harrison Jul 5, 2012

Last week's newsletter focused on Monti and Rajoy forcing Europe into true EuroTARP as the chief headline coming out of the latest European summit. A lot of other commentary focused on the agreement to let the ESM/EFSF buy up sovereign…

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Data out of Brazil, Italy show slowing global growth

Edward Harrison Jul 4, 2012

The data today were pretty mixed. Brazil is showing more signs of slowing as industrial production there dropped for the third month in a row. What's more is that this puts Brazil back to numbers from 2009 when we were recovering from a…

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German policymakers don’t understand debt deflation

Edward Harrison Jul 4, 2012

Debt deflation is taking hold in Europe. We have seen the crash in Greece's economy unfold over the last two years. And now we are witnessing similar things in Spain. As Marshall Auerback puts it, Spain is the New Greece. But now come signs…

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On Spain’s overestimating bank profits and more on Apple’s patent wars

Edward Harrison Jul 3, 2012

Here's a second batch of links. I think the Bloomberg piece on Spanish banks is a big highlight here. Essentially, Bloomberg tells us that Spain may be overestimating bank profits and therefore underestimating the capital shortfall of its…

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Daily: Euro Summit Post-Mortem, Minsky’s legacy and Apple’s patent wars

Edward Harrison Jul 3, 2012

I have a ton of links so I am going to break them up into groups. Here's the first bunch from late last week. Three topics are most interesting.

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