Edward Harrison | TalkMarkets | Page 8

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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The US Trade Deficit Is At A Five-Year High
Tuesday, March 7, 2017 10:52 AM EDT
This morning data from the US Commerce Department showed the US trade deficit in January at its highest level since March 2012.
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The Coming Fed Hike And The Problems With Its Communication
Tuesday, March 7, 2017 9:14 AM EDT
While markets don’t like surprises, the Fed’s effectively pre-announcing a rate hike doesn’t sit well either.
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Financial Conditions Have Eased Enough To Get The Fed To Hike In March
Friday, March 3, 2017 8:17 AM EDT
For years, many Fed watchers have claimed that the Federal Reserve has a secret third mandate beyond inflation and full employment.
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The Yield Curve Is Still Flatter Than At Anytime Since The Last Recession
Thursday, March 2, 2017 4:30 PM EDT
We are still a long way from an inverted yield curve – a reliable indicator of imminent recession. But the yield curve is telling the Fed that it only has room for five hikes in the next two years to prevent itself from creating the next recession.
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Jobless Claims Are At Their Lowest Level In 44 Years
Thursday, March 2, 2017 3:28 PM EDT
When initial jobless claims rise persistently, the lost income is a shock to the economy due to lost consumption. And these lost sales feed through into production and growth to eventually trigger the recession.
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Personal Income Data Shows The US Economy On Track
Thursday, March 2, 2017 8:55 AM EDT
Yesterday’s release of the Personal Income and Outlays data showed personal income increasing 0.4% in January, ahead of expectations. The numbers demonstrate that the US economy continues to expand at a solid if unspectacular pace.
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ISM Manufacturing Index At 57.7
Thursday, March 2, 2017 8:14 AM EDT
The ISM manufacturing index showed the US manufacturing sector expanding at a faster rate, with the index hitting 57.7% in February. Importantly, the three major subindices – new orders, production, and employment – all showed robust expansion.
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The Divergence In Equity And Credit Markets
Wednesday, March 1, 2017 1:18 PM EDT
Equities and bonds are diverging, with bond yields falling back down even as equities continue to rise. Bonds are no longer sending the message of unalloyed economic optimism that will induce rate hikes.
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More On Underconsumption And The End Of Excess Demand
Wednesday, March 1, 2017 8:20 AM EDT
Underconsumption is the term we’re now using to describe the thesis that we are living in a world of excess supply.
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Proof That The Global Economy Is Re-Accelerating
Wednesday, March 1, 2017 5:45 AM EDT
In February, the rate of growth of Italy’s manufacturing sector showed the fastest increase in output and new orders since December 2015. Employment growth was the highest since late 2000.
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Three Charts Which Show The Fed Is Tightening Aggressively
Wednesday, March 1, 2017 4:23 AM EDT
Three charts for you which demonstrate that the US Federal Reserve is tightening monetary policy.
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What Will Trump Say About Chinese Manipulation At The SOTU Address?
Tuesday, February 28, 2017 1:10 PM EDT
Tonight US President Donald Trump is due to give his first state of the union address. From a foreign policy perspective, the big item on the table is Russia. But from an economic perspective, the country we meed to be thinking about is China.
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How Long Will US Consumer Demand Keep Up?
Tuesday, February 28, 2017 11:46 AM EDT
US GDP numbers released today show the economy grew at a 1.9% annualized pace in the last quarter. That follows a 3.5% pace in the quarter before.
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The Re-Nationalization Of Eurozone Lending
Monday, February 27, 2017 2:53 PM EDT
While most analysts have been focused on credit growth, which has re-emerged after the sovereign debt crisis, cross-border interbank lending has decreased.
In this article: EZU
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A Few Comments On The End Of Secular Stagnation
Monday, February 27, 2017 1:36 PM EDT
The failure of Japan’s grand monetary policy experiment to meet expectations is a warning sign we all should heed.
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Why The US Treasury Should Issue Zero Coupon Consols
Friday, February 24, 2017 9:59 PM EDT
Treasury yields are close enough now to record lows that you have to wonder if they can ever get much lower in our lifetimes.
In this article: BND
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113 to 128 of 136 Posts
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