Edward Harrison | TalkMarkets | Page 6

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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More On Why Trump’s Woes Aren’t Driving Markets
Thursday, May 18, 2017 3:03 PM EDT
If you care about markets, look at the economy, earnings and interest rates. That will tell you a lot more than politics.
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Markets Actually Aren’t Freaking Out About Trump
Wednesday, May 17, 2017 10:00 PM EDT
We are seeing decent selling in today’s US equity markets, with the VIX up some 25%. Bonds are rallying. And most people are pointing to the Trump scandals.
In this article: MID, IJR, VIX
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Why Comey’s Dismissal Is Negative For The Economy And Markets
Thursday, May 11, 2017 11:14 AM EDT
The Trump rally was based in part on the likelihood of Trump’s economic agenda delivering more economic growth, not the claimed 3-4% but more than in the past.
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Competitiveness: Two Tales Of Systemic Reform With Trump And Macron
Tuesday, May 9, 2017 11:48 AM EDT
When American business talks about strangling our competitiveness, or that sort of thing, they’re talking about something that as a percentage of G.D.P. has gone down,” Mr. Buffett said.
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Jobs Data: The US Will Hike In June Amid High Structural Unemployment
Friday, May 5, 2017 11:07 AM EDT
It’s clear the Fed sees these people as ‘unemployable’ and is moving to adjust policy for the rest of the workforce. Potential growth will be constrained if a whole segment of people are ‘unemployable’.
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Some Brief Thoughts On Brexit Negotiations And The Norway Model
Friday, May 5, 2017 4:46 AM EDT
All negotiations are mechanisms to split the benefits of mutually acceptable outcomes. The point is to figure out if there actually is a mutually acceptable outcome, and then to get as much of the benefit for one’s side as possible.
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Auto Sales Stalling For The Fourth Month On The Trot
Tuesday, May 2, 2017 10:56 AM EDT
April auto sales are expected to be down when they are reported today. That would be the fourth consecutive month of down sales.
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The Fed Will Continue To Look Through Weak Q1 Data
Friday, April 28, 2017 9:01 AM EDT
Despite the downtick in GDP, the Fed is expected to continue its rate hiking campaign. The Fed has signaled it sees these data as one-offs and maintains a tightening bias that they believe still provides easing.
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Why The Euro Crisis Will Happen Again And Italy Will Be Involved
Friday, April 28, 2017 7:20 AM EDT
The euro area is doing extremely well right now. Even so, yesterday ECB President Mario Draghi told the assembled press after the ECB rate decision that the central bank was in no hurry to tighten monetary policy.
In this article: FXE
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What Will Policy Normalization Mean For Credit Markets (Wonkish)
Wednesday, April 26, 2017 12:51 PM EDT
Right now, in the wake of the French 1st round election results, the Fed futures market is saying there’s a 72% chance of a Fed rate hike by June.
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Canada’s Soft Lumber And Dairy Are Easy Targets For Trump’s 'America First' Strategy
Tuesday, April 25, 2017 11:44 AM EDT
While the Canadian dairy industry is big domestically, lumber is a bigger trade issue than dairy. We’re talking $5.7 billion in imports for lumber versus a measly $112.6 million for dairy.
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Why Macron Is A Risky Bet For France And For Europe
Monday, April 24, 2017 5:59 PM EDT
I would say there is no real indication that economic policy under Macron will change drastically under Macron, first because of the euro and eurozone restrictions, and the attendant government solvency risks.
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Why The March 2017 Jobs Report Won’t Change The Fed’s Strategy
Friday, April 7, 2017 9:59 AM EDT
The report was much better than the headlines. This report will make no difference on the Fed’s medium-term outlook.
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Jobless Claims And ADP Data Positive Ahead Of Jobs Report
Friday, April 7, 2017 7:29 AM EDT
Later this morning, the US Bureau of Labor Statistics will release the March 2017 jobs report. The consensus is for a net addition of 178,000 jobs, down from February’s 235,000. The unemployment rate is expected to remain unchanged at 4.7%.
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Why The Fed Minutes Show The FOMC Moving Toward Bullard And Balance Sheet Shrinkage
Thursday, April 6, 2017 8:25 AM EDT
St Louis Fed President Bullard was already talking about the Fed’s balance sheet in February. And with the release of the Fed minutes from March, we now see this is where things are heading.
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Why The Fed Was Talking To Big Money Investors, Leading To A Major Leak
Wednesday, April 5, 2017 9:56 AM EDT
The big news in the US in markets over the past day is the resignation of inflation hawk Jeffrey Lacker from his position as President of the Richmond Fed. There are a lot of questions but not many answers at this point in time.
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