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

April 2017 Jobless claims show the US economy chugging along

Edward Harrison May 4, 2017

Claims data are still consistent with an economy adding 200,000 per month, meaning we should expect a snap back from last month’s low figure when the US jobs numbers are released tomorrow.

Political Economy

Can Macron reform Europe?: A mental model for thinking about the economics

Edward Harrison May 3, 2017

Having written the last piece on the intersection of Austrian economics and Post-Keynesian economics, I was asking myself the question: so what? Yes, the punch line of the piece was that both of these schools of thought lead to a world view…

Political Economy

Where Post-Keynesians and Austrians meet on economics

Edward Harrison May 3, 2017

World views derived both from Austrian Economics and Post-Keynesian Economics suggest that so-called secular stagnation and the resulting political radicalization in Europe and the United States are here to stay. Here's why.

Economy

Auto sales stalling for the fourth month on the trot

Edward Harrison May 2, 2017

From an economic perspective, the coming slowdown in production will dent GDP growth.

Political Economy

After Juncker-May, Britain as a tax haven is more credible

Edward Harrison May 2, 2017

Right now, everyone is parsing what the 'disastrous' May-Juncker dinner means for UK-EU negotiations and for the British general election. My immediate thought, however, was about Britain as a tax haven. Let me outline why.

Political Economy

France: What Macron means when he says the EU must reform or face Frexit

Edward Harrison May 1, 2017

At the weekend, French Presidential election frontrunner Emmanuel Macron told the BBC that EU leaders “have to face the situation, to listen to our people, and to listen to the fact that they are extremely angry today, impatient and the…

Economy

The Fed will continue to look through weak Q1 data

Edward Harrison Apr 28, 2017

With demand for long-dated safe assets high, the yield curve will remain under flattening pressure. And that, combined with higher short-term rates will be negative for bank net interest margins and earnings.

Markets

Why the euro crisis will happen again and Italy will be involved

Edward Harrison Apr 28, 2017

What happened in 2010 with Greece, Spain, Portugal and Ireland will happen again. But this time, Italy will be the first domino to fall. And when it does fall, Italian sovereign and bank credit risk will skyrocket. Caveat Emptor.

Political Economy

Trump is just a conventional politician who uses over-the-top bluster, NAFTA edition

Edward Harrison Apr 27, 2017

This morning, the Trump Administration called the leaders of Canada and Mexico to tell them that he "agreed not to terminate NAFTA at this time," showing, yet again, that Donald Trump is much less audacious a President than some expected.…

Markets

What will policy normalization mean for credit markets (wonkish)

Edward Harrison Apr 26, 2017

Given recent hawkish Fed statements and the potential for even more than three hikes, all of this is bullish for longer-duration Treasuries but much less so for auto ABS, high yield and emerging markets.

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