Edward Harrison | TalkMarkets | Page 4

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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Germany’s Coalition Talks Are Sowing The Seeds Of The Euro’s Breakup
Tuesday, October 17, 2017 9:21 AM EDT
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
Friday, October 6, 2017 12:10 PM EDT
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
Thursday, September 14, 2017 12:22 PM EDT
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
Friday, September 8, 2017 12:47 PM EDT
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
Wednesday, August 30, 2017 12:12 PM EDT
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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Quick Thoughts On The Failure Of Fed-Engineered Unemployment
Wednesday, August 30, 2017 11:27 AM EDT
The Philadelphia Fed study is yet another hurdle to the Fed’s stated policy normalization plan. I continue to believe that balance sheet reduction will become a more important tool in the Fed’s policy framework.
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Economics: The Failure Of The Trump Presidency
Wednesday, August 23, 2017 9:33 AM EDT
Donald Trump has absolutely no legislative achievements. And none of his economic agenda looks likely to come to fruition in 2017. Economically, the only thing making headlines now is his threat to shut down the government over his Wall.
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The Limits Of Monetary Policy In Today’s Fiat Currency World
Monday, August 21, 2017 2:34 PM EDT
The over-reliance on monetary policy means monetary policy is looser than it would be if macro relied more on fiscal stabilizers. And that means that we may have fewer policy choices when the next downturn comes.
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Understanding What A Neutral Macro-Economic Policy Looks Like
Tuesday, July 18, 2017 12:54 PM EDT
The central bank is supposed to move rates up and down to provide the amount of accommodation consistent with the medium-term economic outlook. But that is in part dependent on the fiscal side.
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Some Thoughts On Full Employment And This Asset-Based Economic Recovery
Tuesday, July 18, 2017 11:24 AM EDT
We are at a point where the economy is in a much better place. And the Fed is understandably worried that – as the only game in town – it needs to normalize rates as soon as possible.
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An Anecdote On The German Housing Bubble
Thursday, July 13, 2017 9:36 AM EDT
I don’t know if there is a German housing bubble or even whether there will be one. I do know that we hear a lot about it in the press – the result of zero, even negative, interest rates.
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How The Fed Handles Financial Stability Is Key To Avoiding A Crisis
Thursday, June 29, 2017 1:21 PM EDT
Too much emphasis is placed on monetary policy. After 2009, it was the only game in town. In fact, fiscal policy in the US was the tightest of a bunch of countries.
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US Economic Growth Still In The 2ish% Channel
Wednesday, June 28, 2017 12:42 PM EDT
The upward trend in US real GDP growth is under threat due to a broad-based array of weakness from oil to autos to credit.
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Aging Societies And Inflation Expectations
Friday, June 23, 2017 10:31 AM EDT
Could raising rates help increase inflation via the interest income channel? I think it’s worth considering. If you think about Japan, for example, they have run a zero interest rate policy for decades now.
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The Wisdom Of Crowds And Government Bond Markets
Thursday, June 22, 2017 11:49 AM EDT
When you look at how markets are positioned, it’s clear that a lot of people see continued low growth for years to come – a veritable Japanification of the US economy.
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The Oil Price Cliff Dive Will End The Prospect Of Double-Barrelled Tightening
Wednesday, June 21, 2017 6:01 PM EDT
Oil has entered a bear market. And despite a large draw in inventories reported today, the decline continued.
In this article: OIL
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49 to 64 of 137 Posts
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