Edward Harrison | TalkMarkets | Page 5

Edward Harrison

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
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How Monetary Policy Entrenches Secular Stagnation
Wednesday, June 21, 2017 12:04 PM EDT
Either markets will follow the central banks and yield curves will steepen on the back of growth prospects or the central banks will dial back their rhetoric about monetary tightening.
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Abenomics And Japanese Growth
Tuesday, June 20, 2017 1:34 PM EDT
Nominal GDP growth in Japan is well within the limited range we have seen since the bubble burst in 1989. Only during the Great Recession did it break out of that range – and then, it did so to the downside.
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How Brexit Makes Britain Poorer, Forcing Carney To Stay His Hand
Tuesday, June 20, 2017 11:45 AM EDT
The risk is an inflationary recession. For now, Mark Carney is resisting a rate hike. But how long will the Bank of England hold out?
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Is The New Rout In Oil Getting Worrying?
Tuesday, June 20, 2017 11:07 AM EDT
The more weakness we get at oil prices, the more headline – and core – inflation numbers and inflation expectations will fall.
In this article: OIL
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The Fed Will Continue To Tighten Rates Despite Inflation Below Target
Monday, June 19, 2017 11:02 AM EDT
Most Fed officials believe, therefore, that the FOMC has room to normalize policy before a policy error becomes fatal to the US’s economic expansion.
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Could The UK Be Headed For An Inflationary Recession?
Thursday, June 15, 2017 9:10 AM EDT
Today, the Bank of England kept its key policy interest rate for the British economy unchanged at the record low 0.25% – but just barely.
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The Fed’s Financial Stability Concerns, Auto Subprime Edition
Wednesday, June 14, 2017 9:20 AM EDT
Leverage in the auto sector is declining. And that’s good. Perhaps the slippage in credit standards in the sector has been arrested. Vintage-wise, 2015 seems to be the worst of the bunch.
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The Fed’s Financial Stability Concerns Before Its June Hike
Wednesday, June 14, 2017 5:54 AM EDT
At the end of last week, interest rate futures were pricing in a virtual 100% probability that the Federal Reserve will raise the federal funds rate 25 bps at the Federal Open Market Committee meeting that ends today.
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Why Commercial Real Estate Will Be Central To The Next Credit Bust
Tuesday, June 13, 2017 1:06 PM EDT
Commercial real estate is a sector that continues to do well and power the US economy forward. But there are signs of overbuilding in the absolute number of units coming online right now, particularly in residential property.
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Why Talk Of A Soft Brexit Is Misplaced
Tuesday, June 13, 2017 11:38 AM EDT
The UK Brexit vote last year was all about restricting the first of the four freedoms. That is wholly incompatible with access to the single market on both a permanent and interim basis.
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Secular Stagnation Is A Policy Choice
Tuesday, June 13, 2017 5:31 AM EDT
Secular stagnation is a policy choice. And that is something I thought I should highlight in view of UK Prime Minister Theresa May’s change of heart in pursuing austerity.
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The Economics For Populism No Longer Exist In Europe
Monday, June 12, 2017 1:10 PM EDT
The populists are in retreat in Europe – both on the left and on the right. And that will give the EU breathing room to put some reforms in place.
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Anarchy In UK Politics Means Lower Yields And Ends Austerity As We Know It
Monday, June 12, 2017 11:13 AM EDT
The conditions that created underperformance in the first quarter are still in place and will pressure UK wages and growth.
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What Are Credit Markets Signaling About The US Economy?
Tuesday, June 6, 2017 12:15 PM EDT
The US economy has been very resilient during this post-crisis business cycle, as we are now into our ninth year of economic expansion. Soon we could hit a record for the length of an expansion.
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On The Fed’s Pause Due To Dual-Barrelled Monetary Tightening
Thursday, June 1, 2017 12:01 PM EDT
Since we already see both inflations below target and market indications of tightening financial conditions via the flat yield curve, I believe the Fed will be forced to pause at some point.
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The Threat Of An Overheated German Economy
Tuesday, May 23, 2017 2:27 PM EDT
The Eurozone economy is doing really well. Some data points to 3% growth. The German economy is doing even better – with some data pointing to 5% annualized growth.
In this article: EWG
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65 to 80 of 137 Posts
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