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.

Bronze

A brief note on the political crisis at the Fed

Edward Harrison Jul 2, 2018

Note: This post first appeared on Patreon on 2 Jul 2018 I saw a Twitter exchange this morning that reminded me that the Fed is facing a political crisis due to its quantitative easing program. And I think this will limit the Fed's…

Bronze

The low-hanging fruit of macro investing

Edward Harrison Jun 28, 2018

My own view is that getting the economics makes macro hard is problem number one. But just as big a problem is that macro investing is supposed to be contrarian. And contrarian bets work best when the world is in a panic and volatility is…

Economy

Continued economic expansion and curve flattening dominate US data flow

Edward Harrison Jun 27, 2018

GDPNow for the second quarter is still at a breathtakingly high 4.5%. And it's beginning to look like we are going to come in well above 3% growth for the quarter. Consensus estimates are at 3.5%. Meanwhile the yield curve continues to…

Bronze

Asylum, economic migration and exploitation

Edward Harrison Jun 22, 2018

This post was first published on Patreon on 22 Jun 2018 I was just having an email exchange with Marshall Auerback and a hedge fund friend of ours about immigration. And I thought I would share some of my thoughts on this given what's…

Bronze

Brinkmanship and the loss of American soft power

Edward Harrison Jun 20, 2018

This post was first published on Patreon on 20 Jun 2018 Last July, I was in Germany for a high school graduation. And as the only American family member in attendance, I got a lot of questions about Donald Trump. What I said then was that…

Economy

The threats to economic growth are rising

Edward Harrison Jun 19, 2018

This is a 2019 outcome. For now, it's smooth sailing economically. But when this cycle turn, it will turn hard.

Monetary System

The Fed’s fourth 2018 rate hike: proof positive of my accelerated timetable warnings

Edward Harrison Jun 14, 2018

Increasing the pace of quantitative tightening in lieu of raising rates would give the Fed the opportunity to test what impact this has on the slope of the yield curve.

Economy

The Fed’s dual mandate and taking away the punch bowl

Edward Harrison Jun 13, 2018

Once upon a time, Fed policy wasn't about finetuning macro outcomes. It was about maintaining the safety, siundness and stability of our banking and credit system.

Bronze

The Fed’s dot plot and the case for a 4th hike in the June policy statement

Edward Harrison Jun 13, 2018

Editor's note: A version of this post was originally published at my Patreon account on 13 Jun I have another more macro post on the Fed I am developing for later today. But I wanted to run this one by you because I am seeing a lot of…

Gold

Tesla fighting to show it’s the 2018 version of Amazon circa 2001

Edward Harrison Jun 12, 2018

We're in the midst of another technology bubble. And Tesla has benefitted greatly. When this bubble pops, where will Tesla be?

Previous 1 … 56 57 58 59 60 … 779 Next