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

ALL CONTRIBUTIONS

Brexit Is More Important Politically Than It Is Economically
Today’s news coverage is non-stop Brexit. And this is a big event. But it is the political implications which matter; the economic impact will be more muted.
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Subprime Auto Delinquency Rate At Highest Level Since Financial Crisis
We are seeing prices decline in the auto sector. And more recently, we saw Ally Financial warn on profits too. That’s a big red flag.
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You Should Be Concerned About Falling Car Prices And Ally’s Profit Warning
Autos have not seen a big hiccup. If this market’s price hiccup is accompanied by a broader slowing in consumer spending, that is going to definitely translate into higher loan losses. We’re not there yet. But this is the first sign.
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Will Brexit’s Trigger, Now Set For 29 March, Mean Recession?
British Prime Minister Theresa May will trigger her country’s exit from the EU on 29 March, a spokesperson for the Prime Minister has confirmed.
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How Jobless Claims Tick Up Before A Recession Hits
This past week’s figure was 241,000, down from an unrevised 243,000 the week prior. That brings the 4-week average up to 237,250, just a hair above last week’s 4 decade low.
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The Fed Will Continue To Raises Rates, Even Amid Uneven Economic Data
Today the Federal Reserve raised the base US Fed Funds interest rate a quarter percentage point to the range between 0.75% and 1.00%.
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STOCKS I FOLLOW

AAPL Apple Inc.
AIG American International Group Inc
AMBC AMBAC FINL GRP INC
BAC Bank of America Corporation
BBVA Banco Bilbao Vizcaya Argentaria S.A.
BCS Barclays PLC
BGPIQ BORDERS GROUP INC
BND Vanguard Total Bond Market ETF
BP BP p.l.c.
C Citigroup Inc.
CYB WisdomTree Dreyfus Chinese Yuan Fund
DIA SPDR Dow Jones Industrial Average
EEM iShares MSCI Emerging Markets Index
ERO iPathSM EUR/USD Exchange Rate ETNs
EWC iShares MSCI Canada Index Fund
EWD iShares MSCI Sweden Index Fund
EWG iShares MSCI Germany Index Fund
EWH iShares MSCI Hong Kong Index Fund
EWJ iShares MSCI Japan Index Fund
EWP iShares MSCI Spain Index Fund
EWS iShares MSCI Singapore Index Fund
EWU iShares MSCI United Kingdom Index Fund
EWY iShares MSCI South Korea Index Fund
F Ford Motor Company
FDX FedEx Corporation
FITB Fifth Third Bancorp
FNMA Fannie Mae
FXE Euro Currency Trust
GE General Electric Company
GLD SPDR Gold Trust ETF
GM General Motors Company
GOOG Alphabet Inc. (Google)
GS Goldman Sachs Group Inc.
IEF iShares Lehman 7-10 Year Treasury Bond Fund
IRL The New Ireland Fund Inc.
ITB iShares Dow Jones U.S. Home Construction Index Fund
IYF iShares Dow Jones U.S. Financial Sector Index Fund
IYR iShares Dow Jones U.S. Real Estate Index Fund
IYW iShares Dow Jones U.S. Technology Sector Index Fund
JPM JPMorgan Chase & Co.
KBE SPDR Series Trust
KME SPDR Series Trust
KRE SPDR KBW REGIONAL BNKNG
LYG Lloyds Banking Group plc
MAR Marriott International Inc.
MCO Moody's Corporation
MGA Magna International Inc.
MS Morgan Stanley
MUNI PIMCO Intermediate Muni Bond
OPELF OPEL TECHNOLOGIES
RBS The Royal Bank of Scotland Group plc
REPYY REPSOL YPF S.A.
RIO Rio Tinto plc
RKH HOLDRS-Regional Bank
SPY SPDR S&P 500
TAO Guggenheim China Real Estate ETF
TGT Target Corporation
TM Toyota Motor Corporation
UBS UBS AG
UUP PowerShares DB US Dollar Index Bullish Fund
VLO Valero Energy Corporation
WFC Wells Fargo & Co.
WMIH WMI Holdings Corp
WMT Wal-Mart Stores Inc.
XLF Financial Select Sector SPDR
XLI Industrials Select Sector SPDR
XLV Health Care Select Sector SPDR
XLY Consumer Discretionary Select Sector SPDR
XRT SPDR S&P RETAIL ETF
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Work Experience

Global Market Strategist
Macro Advisors, Inc.
2008 - Present (9 years 4 months)

Widely-recognized senior macro strategist with deep micro experience in Financial Services, Telecom, and Technology. Confident in promoting business strategy, macroeconomic and investment theses to colleagues, clients and all forms of media via one-on-one meetings, group presentations, television, radio, newspaper, blogs.

Experienced at analyzing financial markets and macroeconomic data to identify drivers of investment performance like valuation and stage of business cycle.

Research Director
CEB
2006 - 2007 (1 year 3 months)

Presented research to more than 100 executive/board-level groups and wider audiences related to corporate strategy, operations, and general management. Consulted institutions to inform strategic objectives, facilitate action plans based on research.

Director, Corporate Development
Yahoo!
2000 - 2003 (3 years 3 months)
Associate Director, Leveraged Finance
Deutsche Bank
1997 - 2000 (3 years 3 months)

Education

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