Edward Harrison | TalkMarkets | Page 3

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
Following: 27 Followers: 1950

All Contributions

Latest Posts
33 to 48 of 137 Posts
<<< 1 2 3 4 5 ... 9 >>>
Yellen: The Relationship Between The Slope Of The Yield Curve And The Business Cycle May Have Changed
Thursday, December 14, 2017 9:21 AM EDT
Markets are pricing in less than two rate hikes for 2018 in the aftermath of yesterday’s FOMC rate decision and press conference.
Read
Minsky’s Financial Instability Hypothesis And The Fed’s Reaction Function
Wednesday, December 13, 2017 12:30 PM EDT
The Fed is likely to be more hawkish in 2018 than expected, unless the economy decelerates appreciably. What this means is that the yield curve will flatten toward the middle of the year.
Read
As The Fed Meets, Expect Expansion Through 2018, But Problems Thereafter
Tuesday, December 12, 2017 12:47 PM EDT
The last big shock the US economy took was the drop in oil prices from over $100 in mid-2014 to $30 a barrel at the beginning of 2016.
Read
We Are In The Most Dangerous Period In The Business Cycle
Wednesday, November 29, 2017 10:56 AM EDT
If the economy is running solidly and leading economic indicators are bullish, the Fed is hard-pressed to not raise rates in an environment in which headline unemployment is low and falling.
Read
No, The Treasury Curve Isn’t Flattening Because The ECB And BOJ Are ‘Printing Money’
Tuesday, November 21, 2017 4:13 PM EDT
Every time you hear a ‘flow of funds’ argument to describe why fundamental factors in an asset market are changing, you should be extremely sceptical. Treasury rates change based on inflation and Fed policy — with a term premium tacked on.
Read
Places To Avoid For Commercial Real Estate Investment
Tuesday, November 21, 2017 1:05 PM EDT
House prices in Australia and Canada show you that a mild or no recession allows elevated prices to continue rising.
Read
Technology Shares Priced For Perfection
Tuesday, November 21, 2017 11:14 AM EDT
Today’s large-cap technology stocks are priced as if economic and earnings growth will continue for the significant future. This late in the cycle, the probability of a hiccup increases, making share prices vulnerable.
In this article: TCEHY, BIDU, AAPL, AMZN, NFLX, BABA, META, GOOGL, XLK
Read
Corporate Tax Cuts And Monetary Offset Could Mean Recession
Monday, November 20, 2017 11:15 PM EDT
The Goldilocks scenario is one in which the economy expands with low inflation and unemployment, but where inflation and employment do not trigger pre-emptive strikes by the Fed that send the economy to stall speed.
Read
Market Jitters And Fake Liquidity In Leveraged Loans And High Yield
Monday, November 20, 2017 12:38 PM EDT
One place to look is in markets where ‘fake’ liquidity is being generated by exchange-traded funds of inherently illiquid markets like high yield bonds and leveraged loans
Read
The Economic Acceleration In Europe Underpins Global Growth
Tuesday, November 14, 2017 10:34 AM EDT
Since the EU had been a growth laggard due to the European sovereign debt crisis, the pickup in growth there is encouraging.
Read
Why The Flattening Yield Curve Doesn’t Worry Me Yet
Tuesday, November 7, 2017 5:07 PM EDT
With the spread between ten-year rates and two-year rates still around 70 basis points, the Fed has no reason to panic. In fact, the Fed should be more concerned about a US acceleration than a slowdown.
Read
No Recession Until At Least Late 2018
Friday, November 3, 2017 9:51 AM EDT
The US economy added 261,000 jobs in October bringing the baseline unemployment rate down to 4.1%, the lowest in nearly two decades.
Read
The Global Economy Is Hitting Its Stride Right Now
Tuesday, October 31, 2017 11:52 AM EDT
Most of the recent economic news from developed economies has been good. European growth, in particular, seems to have accelerated. Nothing I see in the economic data causes me worry.
Read
Overbought
Tuesday, October 24, 2017 2:10 AM EDT
Risk assets are overbought and we should be attuned to a potential shift in fortunes because some of these high fliers are the Junipers of 2017. And you don’t want to own them when the reversal comes.
Read
The One Data You Should Follow To Know If The US Expansion Is In Good Shape
Thursday, October 19, 2017 12:21 PM EDT
What jobless claims data are telling us is that in the last year, the labor market has been good enough to prevent more people from filing claims for unemployment insurance. That basically means that fewer people are losing their jobs.
Read
Why The Downside Risks Of Brexit Are Mounting
Wednesday, October 18, 2017 10:19 AM EDT
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.
Read
33 to 48 of 137 Posts
<<< 1 2 3 4 5 ... 9 >>>