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MMT for Dummies
In the last few weeks, I've been seeing a lot of buzz about Modern Monetary Theory aka MMT. And most of what I'm seeing is reductionist to the point of…
Edward Harrison
Mar 1, 2019
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MMT for Dummies
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How to think about the GameStop saga
I've been thinking about what happened with share prices of GameStop and other companies that were bid up last week and want to give you a few thoughts…
Edward Harrison
Jan 31, 2021
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How to think about the GameStop saga
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Goodbye to Credit Writedowns
Good morning everyone, I have some exciting — and also - sad news to tell you today. First, I am going to Bloomberg as a Senior Editor. And I am going…
Edward Harrison
Jun 17, 2021
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Goodbye to Credit Writedowns
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European coronavirus update and its implications
I have been watching the third wave make its way across Europe and reading the European press to get a sense of how bad it is. And it definitely looks…
Edward Harrison
Mar 23, 2021
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European coronavirus update and its implications
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Tax and spend, crony capitalism and the peasant revolt
Let's veer into the political economy today, a sort of third rail of market and economic commentary. The reason I want to discuss it is the tax grab…
Edward Harrison
Apr 23, 2021
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Tax and spend, crony capitalism and the peasant revolt
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The Fed, endogenous money and balance sheet constraints
I haven't been teeing up thought pieces on the financial system on Credit Writedowns for a while now. And that's a shame since this site's name owes to…
Edward Harrison
Sep 9, 2020
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The Fed, endogenous money and balance sheet constraints
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The Fed overtightened. Now it's behind the curve. Recession awaits
Sorry for the alarmist post title. But the Fed has completely bottled it. I've been warning for some time that it could go this way. And now, we are in…
Edward Harrison
Aug 15, 2019
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The Fed overtightened. Now it's behind the curve. Recession awaits
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Crypto: a sea change in how we gain trust
I have a conversation scheduled for 4PM today with Real Vision CEO and Co-Founder Raoul Pal. And I wanted to use today's newsletter as a 'prep' for that…
Edward Harrison
Apr 16, 2021
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Crypto: a sea change in how we gain trust
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Our over-reliance on monetary policy is the problem
I am going to argue here that monetary policy is both less effective than fiscal policy, and that over-reliance on it unnecessarily politicizes monetary…
Edward Harrison
Aug 16, 2019
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Our over-reliance on monetary policy is the problem
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The information silo
This is my first time posting in a week. There was a combination of factors that kept me away from the newsletter like pressing work at Real Vision and…
Edward Harrison
Jul 16, 2020
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The information silo
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Risks to growth and inflation helping keep long rates down
As I write this, the US 10-year Treasury bond is yielding 1.457%, well under the trading range it had established during this quarter. And there are a…
Edward Harrison
Jun 11, 2021
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Risks to growth and inflation helping keep long rates down
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Ugly
Yesterday on the Real Vision Daily Briefing, my colleague Jack and I answered a question by viewer Dianna, "are there metrics you are watching closely…
Edward Harrison
May 7, 2021
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Ugly
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