US economic growth is poised to be decent in 2014
Europe will recover but not at the same pace as the US
EM is really a China contagion story. I am concerned but not alarmed
Watch high risk sectors like leveraged loans or auto ABS for impending market volatility signs
Jobless claims suggest peak growth in the US was Q3 2013
I am going to make a habit of writing posts that give a roundhouse view of the economic and investment themes to compliment my single theme posts. I think connecting the dots between various issues is a good way to look at the markets and the economy. So I feel I often miss out on the ability to say something on important topics in my mon-themed daily commentaries. So here goes.
United States. Right now, the consensus view is that the US i...
As this site is now reader-supported via Patreon, the remainder of this article is only available to subscribers at a specific patronage level. Articles at patronage levels BRONZE, SILVER, and GOLD are denoted by the categories in blue capital letters above the post. Posts categorized DAILY are available to both SILVER and GOLD patrons.
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 commentator in print and on television for the past decade. He speaks six languages and reads another five, skills he uses to provide a more global perspective. Edward holds an MBA in Finance from Columbia University and a BA in Economics from Dartmouth College.