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Edward Harrison

Edward Harrison

I am a former European credit markets and M&A guy who started out as a diplomat. — so I have some pretty diverse interests.

Articles by Edward Harrison

Expect political trench warfare as the economy slows

2 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Countdown to inversion: US Treasury curve flattening has resumed

2 days ago

[unable to retrieve full-text content]The bear steepening from late August was a head fake. We went from about 18 basis points between the 2- and the 10-year on August 27th to 34 on October 10th. That’s when the equities market threw a tizzy as the ten-year reached the 3.25% threshold. And just as when, we had a similar dynamic […]
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Is Trump’s goose cooked on the economy?

2 days ago

[unable to retrieve full-text content]The impression you get from a recent piece in Politico is that, yes, the Trump economy is in for tough sledding ahead: President Donald Trump, already in a grumpy post-midterm mood, faces a growing list of economic problems that could irritate him even more next year. Chief among them is a withdrawal from the economy’s […]
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More on the meltdown in oil (and a cut in oil capex)

4 days ago

[unable to retrieve full-text content]We’re getting to the point now where something very bad is going to happen. Someone is losing his shirt in the oil markets right now. And the question is whether that somebody impacts the US oil sector and oil capital expenditures. As I write this, WTI is quoted at $56.23 and Brent at $65.94. When […]
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Predicting the political economy for the 2020 US presidential election

5 days ago

[unable to retrieve full-text content]In recent months, I have mostly written about short-to-medium term outlooks. Part of that is because making medium-to-long-term predictions is hard. But I just saw three tweets on the political economy of 2018, each making a case for how to view the likely political backdrop for 2020’s presidential election in the US. So, I want […]
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Confirming a second global growth slowdown as Trump tries to consolidate power

8 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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The bear market in crude

10 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Back to the Fed

10 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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How far is Trump willing to go?

10 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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US midterms post-mortem: A divided congress for a divided America

11 days ago

[unable to retrieve full-text content]The US midterm elections last night saw the biggest turnout for a midterm in at least half a century because voter enthusiasm was high. But it was high because the United States is very polarized right now about the job performance of President Trump, with exit polls showing two-thirds of the electorate saying they cast […]
This website is now reader-supported via Patreon. Full-text emails are available on that platform, including the new daily and weekly newsletter posts. Become a Patron!

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As we head to the mid-terms, what about the economy?

12 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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A quick note about the bond market

15 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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The jobs number was great, but it’s all about the Fed now

15 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Forget about $100 oil and disregard the non-farm number too. Watch housing

16 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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More on domestic ‘unilateralism’

16 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Hanging on Apple’s earnings as the stock market ticks up

17 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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A quick note on how ‘unilateralism’ works domestically

18 days ago

If you look up the word ‘unilateralism’, you would see it defined as “the process of acting, reaching a decision, or espousing a principle unilaterally.” And we often hear of the US choosing to act using unilateralism or multilateralism on the world stage. But, a US executive can also act unilaterally domestically too. And I believe this is Donald Trump’s intention as President.
This is going to be a short post. But let me back up for a second and explain where this is coming from. On Monday, I outlined how Trump campaigned and has governed as the ‘anti-Obama’. And the essence of this anti-Obama-ness is in choosing a unilateral approach much more frequently.
To be fair, Obama, like many US Presidents, did often act unilaterally. He signed a number of executive orders. And his signature

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On stagnation in Italy, GE’s dividend, the weak yuan, and a rudderless Germany

19 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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How the Internet drives polarization

19 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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On the economics of climate change, the end of the housing ATM and the scalability of human intervention in tech

19 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Trump the successful cultural warrior

19 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Merkel will leave a vacuum that nationalism will fill

20 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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The flight to safety even includes Italian sovereign debt now, as US housing market feels Fed tightening

23 days ago

[unable to retrieve full-text content]Flight to liquidity reminiscent of January and February As the equities market sells off, it’s worth noting how much the sovereign bond market is rallying at the same time. I am seeing the 10-year US Treasury bond quoted at 3.079%, well down from a level just over 3.25%  at the beginning of October. And German […]
This website is now reader-supported via Patreon. Full-text emails are available on that platform, including the new daily and weekly newsletter posts. Become a Patron!

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On the recent market selloff, tech earnings and privacy

23 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Chinese innovation, Tesla’s profitability, the migrant caravan and the market plunge

24 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Nationalism vs populism vs thwarting democracy

25 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Global bond markets are pointing to risk-off, particularly regarding Italy

26 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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European selloff highlights resumption of US treasury bear flattening

26 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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Using technology to phase out human workers

26 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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EU expansion to 27 members altered the EU radically

27 days ago

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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.

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