General Partner, Global Macro Advisors
Contributor's Links: Credit Writedowns

Edward Harrison is the founder of Credit Writedowns and a former career diplomat, investment banker and technology executive with over twenty five years of business experience. He has also been a regular economic and financial ... more

ALL CONTRIBUTIONS

Why The Downside Risks Of Brexit Are Mounting
While the UK economy did better than predicted in 2016 in the immediate aftermath of the referendum vote on leaving the European Union, growth has since stalled and inflation has risen.
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Germany’s Coalition Talks Are Sowing The Seeds Of The Euro’s Breakup
For years now within Germany’s policy circles, there have been many who have pushed for an ‘expulsion’ or ‘voluntary exit’ mechanism for the Eurozone.
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What The 33,000 Job Loss Means About Where The Us Economy Is Right Now
The latest jobs number out of the US was a loss of 33,000 jobs in a hurricane-ravaged September. Despite the job losses, the unemployment rate ticked down to 4.2%.
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Hurricane Irma, Jobless Claims And Economic Growth
I don’t see the US economy at stall speed now. We would have to see rolling year-over-year real GDP growth dip significantly below 2% to, say, 1.5% to think there is any appreciable uptick in the likelihood of the recession.
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Policy Divergence Revisited
Three years ago the Fed began tightening. Now, we are at an inflection point where the Fed is the outlier. Other central banks are likely to tighten more than the Fed. That’s negative for the US dollar and positive for longer duration US Treasuries.
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On The Coming Failure Of Trump’s Tax Plan
It seems more likely that Trump has ‘sold out’ and is turning to corporate tax cuts at the expense of middle-class tax relief.
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STOCKS I FOLLOW

AAPL Apple Inc.
AIG American International Group Inc
AMBC AMBAC FINL GRP INC
BAC Bank of America Corporation
BBVA Banco Bilbao Vizcaya Argentaria S.A.
BCS Barclays PLC
BGPIQ BORDERS GROUP INC
BND Vanguard Total Bond Market ETF
BP BP p.l.c.
C Citigroup Inc.
CYB WisdomTree Dreyfus Chinese Yuan Fund
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
ERO iPathSM EUR/USD Exchange Rate ETNs
EWC iShares MSCI Canada Index Fund
EWD iShares MSCI Sweden Index Fund
EWG iShares MSCI Germany Index Fund
EWH iShares MSCI Hong Kong Index Fund
EWJ iShares MSCI Japan Index Fund
EWP iShares MSCI Spain Index Fund
EWS iShares MSCI Singapore Index Fund
EWU iShares MSCI United Kingdom Index Fund
EWY iShares MSCI South Korea Index Fund
F Ford Motor Company
FDX FedEx Corporation
FITB Fifth Third Bancorp
FNMA Fannie Mae
FXE Euro Currency Trust
GE General Electric Company
GLD SPDR Gold Trust ETF
GM General Motors Company
GOOG Alphabet Inc. (Google)
GS Goldman Sachs Group Inc.
IEF iShares Lehman 7-10 Year Treasury Bond Fund
IRL The New Ireland Fund Inc.
ITB iShares Dow Jones U.S. Home Construction Index Fund
IYF iShares Dow Jones U.S. Financial Sector Index Fund
IYR iShares Dow Jones U.S. Real Estate Index Fund
IYW iShares Dow Jones U.S. Technology Sector Index Fund
JPM JPMorgan Chase & Co.
KBE SPDR Series Trust
KME SPDR Series Trust
KRE SPDR KBW REGIONAL BNKNG
LYG Lloyds Banking Group plc
MAR Marriott International Inc.
MCO Moody's Corporation
MGA Magna International Inc.
MS Morgan Stanley
MUNI PIMCO Intermediate Muni Bond
OPELF OPEL TECHNOLOGIES
RBS The Royal Bank of Scotland Group plc
REPYY REPSOL YPF S.A.
RIO Rio Tinto plc
RKH HOLDRS-Regional Bank
SPY SPDR S&P 500
TAO Guggenheim China Real Estate ETF
TGT Target Corporation
TM Toyota Motor Corporation
UBS UBS AG
UUP PowerShares DB US Dollar Index Bullish Fund
VLO Valero Energy Corporation
WFC Wells Fargo & Co.
WMIH WMI Holdings Corp
WMT Wal-Mart Stores Inc.
XLF Financial Select Sector SPDR
XLI Industrials Select Sector SPDR
XLV Health Care Select Sector SPDR
XLY Consumer Discretionary Select Sector SPDR
XRT SPDR S&P RETAIL ETF
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Work Experience

Global Market Strategist
Macro Advisors, Inc.
2008 - Present (9 years 11 months)

Widely-recognized senior macro strategist with deep micro experience in Financial Services, Telecom, and Technology. Confident in promoting business strategy, macroeconomic and investment theses to colleagues, clients and all forms of media via one-on-one meetings, group presentations, television, radio, newspaper, blogs.

Experienced at analyzing financial markets and macroeconomic data to identify drivers of investment performance like valuation and stage of business cycle.

Research Director
CEB
2006 - 2007 (1 year 10 months)

Presented research to more than 100 executive/board-level groups and wider audiences related to corporate strategy, operations, and general management. Consulted institutions to inform strategic objectives, facilitate action plans based on research.

Director, Corporate Development
Yahoo!
2000 - 2003 (3 years 10 months)
Associate Director, Leveraged Finance
Deutsche Bank
1997 - 2000 (3 years 10 months)

Education

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