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

The Threat Of An Overheated German Economy
The Eurozone economy is doing really well. Some data points to 3% growth. The German economy is doing even better – with some data pointing to 5% annualized growth.
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More On Why Trump’s Woes Aren’t Driving Markets
If you care about markets, look at the economy, earnings and interest rates. That will tell you a lot more than politics.
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Markets Actually Aren’t Freaking Out About Trump
We are seeing decent selling in today’s US equity markets, with the VIX up some 25%. Bonds are rallying. And most people are pointing to the Trump scandals.
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Why Comey’s Dismissal Is Negative For The Economy And Markets
The Trump rally was based in part on the likelihood of Trump’s economic agenda delivering more economic growth, not the claimed 3-4% but more than in the past.
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Competitiveness: Two Tales Of Systemic Reform With Trump And Macron
When American business talks about strangling our competitiveness, or that sort of thing, they’re talking about something that as a percentage of G.D.P. has gone down,” Mr. Buffett said.
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Jobs Data: The US Will Hike In June Amid High Structural Unemployment
It’s clear the Fed sees these people as ‘unemployable’ and is moving to adjust policy for the rest of the workforce. Potential growth will be constrained if a whole segment of people are ‘unemployable’.
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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 6 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 5 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 5 months)
Associate Director, Leveraged Finance
Deutsche Bank
1997 - 2000 (3 years 5 months)

Education

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