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

Chart of the Day: Australian Credit Growth Has Collapsed

Edward Harrison May 3, 2012

If you look at the rate of growth in credit, it tells you something. When it hits an inflection point i.e. when credit growth peaks and begins to decelerate, investors should take it as a harbinger of declining GDP and a signal to shift…

Daily

Links 2012-05-12

Edward Harrison May 2, 2012

I forgot to add the links to today's daily commentary. Here they are.

Political Economy

On Spain and Europe’s existential crisis

Edward Harrison May 2, 2012

It encourages me to see Portugal fade from the headlines instead of becoming the next Greece. But it discourages me to see Spain take Portugal's place as the next Greece. All the while, the root problem has been the same: the common…

Daily

Daily commentary: On the Manufacturing PMI divergence

Edward Harrison May 2, 2012

A slew of manufacturing data was released today in Asia and Europe to go along with the Manufacturing data we saw yesterday in the United States. The data show a divergence of economic fortunes that demonstrates the severity of Europe's…

Daily

Daily commentary: The global growth slowdown catches India and Australia

Edward Harrison May 1, 2012

The global growth slowdown began in the second half of 2011. I flagged it as a trend last May. When I updated my view in December, my concerns were Europe, China, India and Australia. And this is still the case.

Political Economy

Video: Ron Paul vs Paul Krugman

Edward Harrison May 1, 2012

Here is the video everyone is talking about, Ron Paul and Paul Krugman debating the economy and economic policy. Enjoy.

Economy

Australian house prices down 1.1% Q-o-Q

Edward Harrison Apr 30, 2012

Last week I said I would do a better job of tracking the Australian housing market as my prediction for 2012 is that it is a bubble which will pop.

Economy

Euro zone policy may turn to relax 3/60 hurdle and to EuroTARP

Edward Harrison Apr 30, 2012

The mood has turned against austerity in the euro zone because it is now rightly seen as anti-growth. The question is what next. Here I will hazard a few predictions of where euro zone policy is headed including a EuroTARP.

Daily

Daily commentary: Europe is in a double dip recession

Edward Harrison Apr 30, 2012

The news from Spain's statistical agency INE is that the Spanish economy shrank 0.3% in the first quarter of 2011. Spain thus joins ten other Western European economies in recession. None of this should come as a surprise. Given the policy…

Economy

Why the Spanish bailout may be to recap the banks instead of sovereign

Edward Harrison Apr 27, 2012

Ever since Willem Buiter mentioned the probability of a Spanish bailout some time in 2012, speculation has been rife about a Spanish bailout. In this column I argue that Spain is still too big to bail and that any bailout for Spain must…

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