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

Corporate Tax Cuts And Monetary Offset Could Mean Recession
The Goldilocks scenario is one in which the economy expands with low inflation and unemployment, but where inflation and employment do not trigger pre-emptive strikes by the Fed that send the economy to stall speed.
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Market Jitters And Fake Liquidity In Leveraged Loans And High Yield
One place to look is in markets where ‘fake’ liquidity is being generated by exchange-traded funds of inherently illiquid markets like high yield bonds and leveraged loans
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The Economic Acceleration In Europe Underpins Global Growth
Since the EU had been a growth laggard due to the European sovereign debt crisis, the pickup in growth there is encouraging.
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EC Why The Flattening Yield Curve Doesn’t Worry Me Yet
With the spread between ten-year rates and two-year rates still around 70 basis points, the Fed has no reason to panic. In fact, the Fed should be more concerned about a US acceleration than a slowdown.
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No Recession Until At Least Late 2018
The US economy added 261,000 jobs in October bringing the baseline unemployment rate down to 4.1%, the lowest in nearly two decades.
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The Global Economy Is Hitting Its Stride Right Now
Most of the recent economic news from developed economies has been good. European growth, in particular, seems to have accelerated. Nothing I see in the economic data causes me worry.
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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 (10 years)

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 11 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 11 months)
Associate Director, Leveraged Finance
Deutsche Bank
1997 - 2000 (3 years 11 months)

Education

Publications