Saturday , October 19 2019
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The trade-currency war will crystallize downside risks

Summary:
Yesterday, the overarching message of my post was this bit:"as we think of potential outcomes, policy error has to be a real concern here, especially in 2020 once the cumulative impact of all this takes its full measure."I don't think the data show a recession baked into the cake. There's no reaso...

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Yesterday, the overarching message of my post was this bit:
"as we think of potential outcomes, policy error has to be a real concern here, especially in 2020 once the cumulative impact of all this takes its full measure."
I don't think the data show a recession baked into the cake. There's no reaso...

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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