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A variety of pre-FOMC thoughts on the economy

Summary:
My macro viewWhat's my overall thesis at this juncture? It's that the global economy is slowing and is likely to slow further before it picks up. The US is the laggard in this slowing but is affected as well. From a markets perspective, that means a convergence to zero, with yield curves flattenin...

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My macro view
What's my overall thesis at this juncture?

It's that the global economy is slowing and is likely to slow further before it picks up. The US is the laggard in this slowing but is affected as well. From a markets perspective, that means a convergence to zero, with yield curves flattenin...

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.

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