Welcome to 2014!
I am in good spirits as the new year begins. But it is key not to let that mood leak out into my analysis of what’s to come. Clearly, most analysis for 2014 is upbeat. Economists are predicting higher global growth, higher U.S. growth, an end to the sovereign debt crisis and all manner of positive economic outcomes. And I think all of this upbeat analysis is justified. Nevertheless I want to give a more balanced view of what’s on my mind regarding markets and the economy as the New Year begins.
It is nice to be able to write a post on a hodge-podge of topics for once because the daily commentary format means I often leave out some important themes as I scan the scene for important bits to highlight. So I am looking forward to writing this post.
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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.