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.

Gold

The convergence to zero trade is back

Edward Harrison
Let me follow up this morning's general post with some longer term thoughts here via the Patreon platform. And while I want to make some geopolitical comments, let me look at this mostly from a markets perspective. I am once again thinking…
Political Economy

The problem with Europe

Edward Harrison
I have been troubled by the lack of policy space in Europe for some time now, particularly as it concerns Italy. But this is coming to a head for me this morning, with the German government auctioning 10-year paper at 24 basis points below…
Daily

The Fed basically has to cut now

Edward Harrison
The latest jobs report out of the US was relatively poor. While the comprehensive U-6 unemployment rate went down to the lowest since 2000, other data points suggested the labor market is topping. And with bond markets already predicting a…
Daily

Very negative market signals

Edward Harrison
The economic data out of the US and elsewhere still point to continued economic expansion over the near term. But, what we're seeing in financial markets right now suggests markets are discounting serious economic problems down the line.…
Daily

More on the Collapse of the Center

Edward Harrison
Splintering I am in the process of editing a video at Real Vision where the founder, Raoul Pal, is talking to Dee Smith, the CEO of Strategic Insight Group. It's going to be released in early June. Interestingly, Dee Smith was making a lot…
Daily

The Collapse of the Center

Edward Harrison
It's the politics, stupid? Credit Writedowns is back. And right now, it's the politics that are on my mind more than the markets or the economics. I have had a long while to sit and think about what's been happening and where we're going.…

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