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

China’s growth is slowing much faster than expected

Edward Harrison May 11, 2012

The latest data out of China will give those expecting a soft landing pause about China's economic situation. While inflation has come down somewhat of late, so too have industrial output and capital investment. This is creating EM feedback…

Political Economy

Super SGP coming – ECB: “A stronger and stricter fiscal framework is required”

Edward Harrison May 11, 2012

The long-held view in German policy circles has been that the European sovereign debt crisis is a clear indication that the stability and growth pact (SGP) was not sufficiently robust in addressing fiscal discipline. The ECB is now…

Political Economy

Chart of the Day: Euro zone GDP by country

Edward Harrison May 11, 2012

This chart was attached to a very good front page article in today's Wall Street Journal by Marcus Walker on How a Radical Greek Rescue Plan Fell Short. The article gives a blow-by-blow account on how the Greek crisis has unfolded and a…

Economy

On Europe’s advancing preparations for the Grexit

Edward Harrison May 11, 2012

The evidence is becoming increasingly clear that German policy makers are prepared for Greece to exit the euro zone. Knowing this changes how one should view the likely policy responses in Europe. In the short term, this means allowing more…

Members

Marc Faber on Euro zone breakup and US and European equities

Edward Harrison May 10, 2012

Marc Faber, publisher of the Gloom, Boom & Doom report, spoke with Bloomberg TV's Betty Liu. The overall gist of his commentary was that a euro zone breakup would be beneficial and that he believes European peripheral equities are…

Daily

Daily commentary: On the Spanish bank bailouts

Edward Harrison May 10, 2012

In the links today are a lot of links in both English and Spanish about the bailout of Spain's fourth largest bank Bankia. With the partial nationalisation, Spain is moving one step closer to Ireland in committing the sovereign government…

Political Economy

The European Endgame is within sight

Edward Harrison May 9, 2012

Earlier this week I wrote a post called "Europe edges closer to the endgame" in reaction to the French and Greek elections. Today I want to expand on this for the weekly members' post. While I think we are finally arriving at the…

Members

On helicopter drops and wealth confiscation in Europe

Edward Harrison May 9, 2012

Hugh Hendry made some remarks about confiscation last week that I addressed in my TV appearance on RT's capital account (see video here). The gist of his comments was that he fears government's ability to confiscate wealth as a means of…

Economy

More on the mean-reverting economic surprise index

Edward Harrison May 9, 2012

A few of the investment banks have a macro or economic surprise index. In March I mentioned Barclays' version. This month I wanted to highlight Citi's version and what it is telling us about the US economy.

Daily

Daily commentary: On monetary policy in a balance sheet recession

Edward Harrison May 9, 2012

There has been a lot of back and forth by academic economists on monetary policy. The reason is two-fold. First, during the so-called Great Moderation many economists increasingly looked to monetary over fiscal policy for countercyclical…

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